Traction Financial Partners fees and pricing
Financial planner in Encampment, Wyoming. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 22, 2026, Traction Financial Partners charges $350 an hour and a flat or project fee of $3,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Hourly fees are $350/hour.”
- Flat or project fee
- $3,000-$25,000
“The fixed fees range from $3,000 to $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Traction Financial Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees for portfolio management are based on an annual percentage of assets under management and billed quarterly in advance based on the average daily balance of the accounts from the previous quarter.”
- “Additional deposits and withdrawals will be added or subtracted from the assets in a prorated basis to adjust the account fee.”
- “At our discretion, our Firm will allow advisory fees to be paid by check as indicated in the Investment Advisory Agreement.”
How Traction Financial Partners’ fees compare
- Its hourly rate of $350 is above the Wyoming median of $250. 75% of the 12 other Wyoming planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$25,000 spans the Wyoming median of $7,125. 100% of the 5 other Wyoming planners that publish a flat or project fee charge less.
About Traction Financial Partners
- Firm size: 9 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 326
- Employees
- 9
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $288,400,046
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315215
- Phone
- (307) 672-9738
Can advise clients in 10 states: Arizona, Colorado, Florida, Illinois, Missouri, Nebraska, New Hampshire, Oregon, Texas, Wyoming
Other planners in Wyoming that publish fees
- Copperline Wealth Management & PlanningCody$50-$300/hr
- Dreyfuss Capital Management LLCJackson$125-$300/hr, $1,000-$15,000
- Elevate Wealth ManagementSheridan$500/hr, $2,500-$10,000
- Elevated Asset Management LLCJackson$1,000-$3,000
- Gervais Capital Management, LLCWilson$500/hr
- Hale Financial Solutions, LLCAfton$200/hr, $2,400-$3,600/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.