Traction Financial Partners, Llc
- Regulatory AUM
- $288M
- Discretionary
- $288M
- Clients
- 338
- Avg AUM / client
- $853K
- Accounts
- 818
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 128 | $20.0M | 6.93% |
| High net worth individuals | 198 | $252M | 87.5% |
| Pension and profit sharing plans | 7 | $2.5M | 0.88% |
| Charitable organizations | Fewer than 5 clients | $2.9M | 1.02% |
| Corporations and other businesses | 5 | $10.5M | 3.65% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ascensus Secure Retirement Pooled Employer Plan Newport Group, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evan Michael Barnes | Managing Member | Jul 2021 (5y) | 50% – 75% | |
| Robert William Heykoop | Managing Member, Cco | Chartered Financial Consultant | Jul 2021 (5y) | 50% – 75% |
| Randy John Anderson | Registered representative | CFP | Aug 2023 (3y) | |
| Ryan Mc Namee | Registered representative | Jun 2024 (2y) | ||
| Andrew Thomas Barnes | Registered representative | CFP | Sep 2024 (2y) | |
| Leslie Seawell Garske | Registered representative | Jun 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ascensus Secure Retirement Pooled Employer Plan | Newport Group, Inc. | 11,059 | $206M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- LPL Financial $282M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗