Advisor at Bisonwood Financial Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bisonwood Financial Management
Location
Tyler, TX 75703
Credentials
Series 63, Series 65
Industry experience
20 years
David Traff is a financial advisor at Bisonwood Financial Management in Tyler, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Bisonwood Financial Management since 2006. Outside of his advisory role, a principal at the firm has involvement in angel investing and holds a corporate role stemming from that activity. Bisonwood Financial Management is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs a discretionary portfolio management approach based on asset allocation guided by Modern Portfolio Theory, typically using low-cost ETFs and a mix of fundamental and technical analyses.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Fee-only: Firm is strictly fee-only; no commissions or finder's fees
6760 Old Jacksonville Hwy, Suite 105
Tyler, TX 75703
Louisiana · Texas
Bisonwood Financial Management
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Tyler, TX
Legacy Group
CFA®, Series 65
Tyler, TX
Bisonwood Financial Management
Series 63, Series 65
Flint, TX
BOYTER Financial Services
Series 66
Tyler, TX
Murray Securities, Inc.
Series 66
Tyler, TX
Murray Securities, Inc.
Series 63, Series 65
Tyler, TX
Virtue Wealth Counsel, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")