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Trustwell Financial Advisors, LLC (Jacksonville)


Trustwell Financial Advisors, LLC is an adviser based in Jacksonville. It manages $63 million of regulatory assets for 553 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.

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Trustwell Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trustwell Financial Advisors: assets under management

The assets under management (AUM) of Trustwell Financial Advisors, LLC is $63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $113.92 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trustwell Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jacksonville

The principal office where Trustwell Financial Advisors, LLC performs its advisory services is located at 8825 Perimeter Park Blvd., Jacksonville, FL 32216, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-996-7800 or by fax 904-996-7803. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.trustwellfa.com.


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