Trustwell Financial Advisors, LLC

RIASEC RegisteredEst. 2021

Total AUM

$261M

Discretionary

$261M

100% of AUM

Avg account

$256K

Accounts

1,019

Employees

Advisory reps

Firm details

Headquarters: Jacksonville, Florida
CRD number: 108426
Registered since: February 3, 2021
Website: trustwellfa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.55%
Individuals40.3%
Charitable Organizations0.11%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Trustwell Financial Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm began SEC registration in 2021 and is owned by an individual. Its client mix includes both individual and family relationships as well as institutional mandates, with advisory services focused on financial planning and portfolio management for individuals and small businesses. Trustwell charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Investment activity is dominated by public funds and mutual funds, but the firm also discloses use of alternative third-party managers. Trustwell identifies itself as an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment approach. The firm is not a capital allocator, does not act as a pension consultant, and does not report related-adviser arrangements.