Traction Wealth Management, LLC fees
Financial planner in San Diego, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Traction Wealth Management, LLC (San Diego, CA) charges a monthly fee of up to $500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change.
- Monthly fee
- Up to $500/mo
“Fees are paid monthly in advance, ranging from $0 to $500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Traction Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About Traction Wealth Management, LLC
- Principal: Brandon Sussman
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 68
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $15.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 6, 2026
- CRD number
- 332263 (opens in new tab)
- Phone
- (619) 302-8303
Other planners in San Diego that publish fees
- Colsara National Wealth Management LLCSan DiegoHourly $200/hr
- Brava FinancialSan DiegoHourly $450/hr, Flat $3,000-$15,000
- Tempus PecuniaSan DiegoHourly $250-$400/hr, Flat $2,500-$25,000
- Douglas Brian NeylandSan DiegoHourly up to $150/hr
- Ariston Services Group, LLCSan DiegoHourly $250-$350/hr, Flat $500-$25,000
- M Wealth Management, LLCSan DiegoHourly up to $400/hr, Flat $750-$10,000
Is something on this page wrong or out of date?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.