A complete list of active advisors currently associated with Traction Wealth Management, LLC
Warmer can help you find a great advisor at Traction Wealth Management, LLC or one who fits your needs even better.
Traction Wealth Management is an independent, fee-only advisory firm that serves individual clients as well as employer plan sponsors and business clients. The firm provides discretionary investment management, ongoing financial planning, and fiduciary retirement plan management under a 3(38) arrangement for qualified retirement plans. The firm’s investment process is built around asset allocation and a mix of passive and active strategies, and it uses outside managers and model portfolios when appropriate to implement client portfolios. Financial planning is delivered on an ongoing, collaborative basis with periodic reviews and coordination with third‑party professionals as needed. What distinguishes this firm from many solo independents is its formal pension consulting and ERISA 3(38) investment‑manager services — including investment policy development, fee analysis, participant education and vendor review — a service set that is relatively uncommon among peers. The firm also uses the Altruist model marketplace and may enroll client accounts in the Altruist One program (with the firm absorbing the subscription cost), and its principal holds CFP® and ChFC credentials while operating a fee‑only practice despite prior insurance licensing.
To learn more about the advisors currently working at Traction Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 7
|
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