Trustwell Financial Advisors, LLC

Trustwell Financial Advisors, LLC (CRD# 108426) is a financial advisory firm headquartered in Jacksonville, FL. They manage $184,390,954 in 961 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL 32216
https://www.facebook.com/trustwellfa/
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    961
    ACCOUNTS
  • Average Account Value
    $191,874
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TX

Financial Advisors at Trustwell Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Christopher Daunhauer, financial advisor Jacksonville FL
Christopher F. Daunhauer
CRD#: 5191149
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL 32216

Christopher Daunhauer (CRD# 5191149) is an Investment Advisor Representative working at Trustwell Financial Advisors, LLC in Jacksonville, FL and has 1 year of experience in the finance industry.

2
Tanner Doudna, financial advisor Jacksonville FL
Tanner E. Doudna
CRD#: 6388648
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL 32216

Tanner Doudna (CRD# 6388648) is an Investment Advisor Representative working at Trustwell Financial Advisors, LLC in Jacksonville, FL and has over 9 years of experience in the finance industry.

3
Brett Freese, financial advisor Jacksonville FL
Brett W. Freese
CRD#: 2493757
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL 32216

Brett Freese (CRD# 2493757) is an Investment Advisor Representative working at Trustwell Financial Advisors, LLC in Jacksonville, FL and has over 15 years of experience in the finance industry.

4
Don Williams, financial advisor Jacksonville FL
Don G. Williams
CRD#: 1307262
8825 Perimeter Park Boulevard, Suite 304, Jacksonville, FL 32216

Don Williams (CRD# 1307262) is an Investment Advisor Representative working at Trustwell Financial Advisors, LLC in Jacksonville, FL and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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