Trustwell Financial Advisors, LLC

Trustwell Financial Advisors, LLC (CRD# 108426) is a financial advisory firm headquartered in Jacksonville, FL. They manage $66,930,000 in 591 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    591
    ACCOUNTS
  • Average Account Value
    $113,249
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Trustwell Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brett W. Freese
CRD#: 2493757
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL 32216
93
Wealthminder
score

Brett Freese (CRD# 2493757) is an Investment Advisor Representative working at Trustwell Financial Advisors, LLC in Jacksonville, FL and has over 7 years of experience in the finance industry.

2
Don G. Williams
CRD#: 1307262
8825 Perimeter Park Boulevard, Suite 304, Jacksonville, FL 32216
93
Wealthminder
score

Don Williams (CRD# 1307262) is an Investment Advisor Representative working at Trustwell Financial Advisors, LLC in Jacksonville, FL and has over 32 years of experience in the finance industry.

3
Christopher F. Daunhauer
CRD#: 5191149
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL 32216
90
Wealthminder
score

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. Christopher Daunhauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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