Evan Barnes
Evan Barnes is a registered investment advisor at Traction Financial Partners, based in Littleton, CO, with 19 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 338 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
The maximum annual advisory fee is 1.35%. Fees are negotiable based on account size, portfolio complexity, and other factors. Employees and their family accounts receive reduced fees.
Fee Estimator
Location
8321 S. Sangre De Cristo Road, Suite 102, Littleton, CO, 80127
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Evan is a member of L.E.T.S LLC, owning property with three other members and receiving $20,000 yearly compensation, dedicating minimal time. Evan is also an insurance agent with Simon Davis, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Traction Financial Partners
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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