Tiffany Charles
Traction Financial Partners · Encampment, Wyoming
Tiffany Charles is a fee-only financial advisor at Traction Financial Partners in Encampment, Wyoming. Tiffany focuses on retirement planning, tax planning and estate & legacy planning. Traction Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Traction Financial Partners |
|---|---|
| Based in | Encampment, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $288.4M across 818 accounts |
| SEC registration | Investment adviser representative in CO · CRD 5922639 |
| Exams passed | Series 66 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | tractionfp.com |
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Questions about Tiffany
Is Tiffany Charles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tiffany holds no broker registration, and Traction Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tiffany charge for financial advice?
Tiffany's firm, Traction Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tiffany Charles based?
Tiffany Charles is based in Encampment, Wyoming.
What does Tiffany specialize in?
Tiffany's specialties include retirement planning, tax planning, estate & legacy planning and small business owners.
Is Tiffany Charles registered with the SEC?
Yes. Tiffany Charles is registered as an investment adviser representative in CO (CRD 5922639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Traction Financial Partners manage?
Traction Financial Partners reports $288.4M across 818 accounts in assets under management.
How do I contact Tiffany Charles?
Through Tiffany's website, tractionfp.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
- Traction Financial Partners 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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