# David Traff

> David Traff is a fee-only financial advisor at Bisonwood Investments in Austin, Texas. David focuses on small business owners, family wealth transfer and retirement planning. Bisonwood Investments reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-traff/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bisonwood Investments
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $61.6M across 81 accounts
- **Specialties:** Small business owners, Family wealth transfer, Retirement planning
- **Works with:** Founders, Multi-generational families
- **CRD:** 1131878 (https://adviserinfo.sec.gov/individual/summary/1131878)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 63 (1983), Series 65 (2006)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.bisonwood.com

## Frequently asked questions

### Is David Traff a fee-only financial advisor?

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

### How does David charge for financial advice?

David's firm, Bisonwood Investments, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Traff based?

David Traff is based in Austin, Texas.

### What does David specialize in?

David's specialties include small business owners, family wealth transfer and retirement planning. David works with founders and multi-generational families.

### Is David Traff registered with the SEC?

Yes. David Traff is registered as an investment adviser representative in LA and TX (CRD 1131878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bisonwood Investments manage?

Bisonwood Investments reports $61.6M across 81 accounts in assets under management.

### How do I contact David Traff?

Through David's website, www.bisonwood.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1131878): 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
- The firm's website (http://www.bisonwood.com/): specialties, clients served, and fees, checked October 30, 2026

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