Jason Traff
Bisonwood Investments · Austin, Texas
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.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Bisonwood Investments |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $61.6M across 81 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5645090 |
| Exams passed | Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bisonwood.com |
How Jason's firm compares
- Bisonwood Investments's average account is about $760,000, from its Form ADV (assets managed divided by 81 accounts).
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Bisonwood Investments website : specialties, clients served, and fees, checked October 30, 2026
- 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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