# Brandon Sussman

> Brandon Sussman is a fee-only financial advisor at Traction Wealth Management in San Diego, California, who holds the CFP credential. Traction Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brandon-sussman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Traction Wealth Management
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $15.9M across 201 accounts
- **Credentials:** CFP
- **CRD:** 6947102 (https://adviserinfo.sec.gov/individual/summary/6947102)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Brandon Sussman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Traction Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brandon charge for financial advice?

Brandon's firm, Traction Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brandon Sussman based?

Brandon Sussman is based in San Diego, California.

### What credentials does Brandon Sussman hold?

Brandon Sussman holds the CFP credential.

### Is Brandon Sussman registered with the SEC?

Yes. Brandon Sussman is registered as an investment adviser representative in CA and TX (CRD 6947102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Traction Wealth Management manage?

Traction Wealth Management reports $15.9M across 201 accounts in assets under management.

### How do I contact Brandon Sussman?

Contact details aren't on file yet. Search for Traction Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6947102): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.