Andrew Barnes is a CFP-designated registered investment advisor at Traction Financial Partners, based in Littleton, CO, with 13 years of industry experience. Andrew 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
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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 →Employment History
Current Registrations
Traction Financial Partners
Previous Registrations
Lion Street Financial, LLCBroker
Mercer Global Advisors INC.
M. J. Smith and Associates
Raymond James Financial Services, INC.Broker
Gwfs Equities, INC.Broker
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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