T
Traction Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,866,603
Clients
68
9% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
68
Very HighAverage account size
$233,332
About
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business sale tax planning
Business ownership considerations
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Ongoing Financial Planning fees range from $0 to $500 monthly, fixed fee
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.50%
Fee-only: Fee-only firm; compensation solely from clients for services
Main office location
Traction Wealth Management, LLC
San Diego CA, United States
Number of offices
1
Most active in
Traction Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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