# Jason Traff

> Jason Traff is a fee-only financial advisor at Bisonwood Investments in Austin, Texas, who holds the CFA credential. Jason 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/jason-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
- **Credentials:** CFA
- **Specialties:** Small business owners, Family wealth transfer, Retirement planning
- **Works with:** Founders, Multi-generational families
- **CRD:** 5645090 (https://adviserinfo.sec.gov/individual/summary/5645090)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2009)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.bisonwood.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jason 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 Jason charge for financial advice?

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

### Where is Jason Traff based?

Jason Traff is based in Austin, Texas.

### What does Jason specialize in?

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

### What credentials does Jason Traff hold?

Jason Traff holds the CFA credential.

### Is Jason Traff registered with the SEC?

Yes. Jason Traff is registered as an investment adviser representative in TX (CRD 5645090), 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 Jason Traff?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5645090): 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.