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Traction Financial Partners

Updated today

Client assets under management

$272,419,570

Clients

326

61% high-net worth

Advisors

6

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

54

Typical

Average account size

$835,643

About

Traction Financial Partners serves individuals (including high-net-worth clients), employer-sponsored retirement plans, foundations, trusts, and estates, offering discretionary and non‑discretionary investment management, comprehensive financial planning, retirement‑plan advisory, and consulting services. The firm also coordinates estate‑document creation using an unaffiliated technology platform (Snug), allocates to sub‑advisors when appropriate, and participates in multiple LPL‑sponsored advisory programs.

The firm follows a core–satellite investment framework, typically allocating 70–80% of portfolios to a strategic, ETF‑based core and 20–30% to tactical satellites that may include mutual funds, ETFs, structured notes, and individual securities; accounts are rebalanced on a cadence (quarterly, semi‑annual, or annual) tailored to client time horizon, tax considerations, and risk tolerance. Traction builds personalized investment plans after reviewing objectives, liquidity needs, tax circumstances, and works with clients’ other advisors (CPAs, estate attorneys) to coordinate implementation.

Noteworthy distinctions include the firm’s disclosure that it advertises third‑party ratings and that it conducts educational seminars and participant education—practices that are comparatively uncommon among peer team firms. The six‑advisor team manages roughly $288 million for about 326 clients and includes dually registered representatives who provide both brokerage and advisory services through LPL, a custodial and platform relationship that affects how certain recommendations are implemented.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting

Expertise

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0+: Negotiable, up to 1.35% annually (maximum advisory fee) $50,000+: Manager Access Select program maximum fee 2.00% annually $0+: SWM program maximum fee 1.35% annually $25,000+: MWP program maximum fee 2.00% annually $250,000+: PWP program maximum fee 2.00% annually

Commissions

Some Investment Adviser Representatives are also registered representatives of LPL Financial and receive commissions on brokerage transactions and insurance products

Project-based

$350/hour for financial planning and consulting services

Other

Account minimum: $300,000 Minimum fee: $1,000 annually minimum for Retirement Plan clients Fee-only: Financial planning fees range from $3,000 to $25,000 fixed; hourly rate $350/hour; post-initial updates $500 to $2,000; estate planning coordination $350/hour plus Snug fees ($150 for Will-Based Plan, $400 for Trust-Based Plan)

Main office location

Traction Financial Partners

168 County Road 648

Encampment WY 82325-1028, United States

Number of offices

2

Most active in

Arizona · Colorado · Florida · Illinois · Missouri · Nebraska · New Hampshire · Oregon · Texas · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert H

ChFC®, Series 66

Encampment, WY

Traction Financial Partners

Robert Heykoop is a financial advisor with Traction Financial Partners, holding the ChFC® designation and Series 66 license, and has 24 years of industry experience. He previously worked at Equitable Advisors, LLC and Axa Advisors, LLC for two decades. Heykoop serves on committees and boards supporting youth in agriculture and community events, including the National Western Stock Show Junior Livestock Auction and the Miss Rodeo Wyoming Scholarship Foundation. Traction Financial Partners serves individuals, high-net-worth clients, foundations, trusts, estates, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan advisory services. The firm employs a core-satellite investment approach and offers client educational seminars and workshops, managing approximately $263 million across a five-advisor team.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Andrew B

CFP®, Series 63

Littleton, CO

Traction Financial Partners

Andrew Barnes is a CFP® with 12 years of industry experience. He is currently with Traction Financial Partners, where he has worked since 2022. His prior roles include positions at Lion Street Financial, Mercer Global Advisors Inc., Raymond James Financial Services, and MJ Smith and Associates. Traction Financial Partners serves individuals, foundations, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a core-satellite investment approach and coordinates estate planning through a third-party platform, managing approximately $263 million across a five-advisor team.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Leslie G

Series 66

Littleton, CO

Traction Financial Partners

Leslie Garske is a financial advisor at Traction Financial Partners in Littleton, CO, holding a Series 66 designation with 14 years of industry experience. Prior to joining Traction Financial Partners in 2025, Leslie worked at AE Wealth Management, Next Chapter Wealth Strategies, and Axa Advisors. Leslie is also the owner of Garske Divorce Mediation and Financial Analysis LLC, providing divorce mediation, expert witness testimony, and divorce financial planning. Traction Financial Partners serves individuals, foundations, trusts, estates, and employer-sponsored retirement plans with discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs a core-satellite investment approach and offers client educational seminars and estate-planning coordination through a third-party technology platform.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ryan M

Series 65

Littleton, CO

Traction Financial Partners

Ryan Mc Namee is a financial advisor at Traction Financial Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at Connor Group CX, RSM LLP, Grant Thornton LLP, and Miller Consulting Group. Outside of his advisory role, Mc Namee is a Certified Public Accountant and manages Front Range Tax Services, providing tax preparation and consultation. Traction Financial Partners serves individuals, foundations, trusts, estates, and employer-sponsored retirement plans, offering investment management and comprehensive financial planning. The firm employs a core-satellite investment approach and provides ongoing account reviews, estate-planning coordination, and client educational seminars.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Randy A

CFP®, Series 63, Series 65

Littleton, CO

Traction Financial Partners

Randy Anderson is a CFP® professional with 22 years of experience in financial advising. He currently works at Traction Financial Partners and has prior experience at LPL Financial, Equitable Advisors, and Axa Advisors. He serves as Chair of the Board of Directors for the Arapahoe Community College Foundation. Traction Financial Partners serves individuals, foundations, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a core-satellite investment approach and provides client educational seminars and workshops, managing approximately $263 million across a team of five advisors.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Evan B

Series 66

Littleton, CO

Traction Financial Partners

Evan Barnes is a financial advisor at Traction Financial Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of advising, he is a member of L.E.T.S LLC, a property-owning LLC managed by multiple members. Traction Financial Partners serves individuals, high-net-worth clients, foundations, trusts, estates, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm employs a core-satellite investment approach and offers client educational seminars and workshops, managing approximately $263 million across a five-advisor team.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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