Brandon Sussman
Traction Wealth Management · San Diego, California
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.
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Facts
| Firm | Traction Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.9M across 201 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6947102 |
| Exams passed | Series 63 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Brandon's firm compares
- Traction Wealth Management's average account is about $79,000, from its Form ADV (assets managed divided by 201 accounts).
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Questions about Brandon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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