Traction Financial Partners

RIASEC RegisteredEst. 2021

Total AUM

$288M

Discretionary

$288M

100% of AUM

Avg account

$353K

Accounts

818

Employees

Advisory reps

Firm details

Headquarters: Encampment, Wyoming
CRD number: 315215
Registered since: July 28, 2021
Website: tractionfp.us
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.53%
Individuals6.93%
Corporations / Businesses3.65%
Charitable Organizations1.02%
Pension & Profit Sharing Plans0.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Traction Financial Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves both individual/family clients and institutional or business clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, selection of third‑party advisers, and educational workshops. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. Traction Financial Partners is not positioned as an ESG-focused manager and lists an accounting professional affiliation among its industry connections. The firm was recognized by Citywire as one of its "50 Growers Across America" in both 2024 and 2025.