TRUSTWELL FINANCIAL ADVISORS, LLC

8825 Perimeter Park Blvd.
Suite 304
Jacksonville, Florida 32216
Tel: 904-996-7800

About TRUSTWELL FINANCIAL ADVISORS, LLC

TRUSTWELL FINANCIAL ADVISORS, LLC, formally registered with the SEC as TRUSTWELL FINANCIAL ADVISORS, LLC. The firm was established in 02/03/2021. They have over 1 offices throughout the country.

TRUSTWELL FINANCIAL ADVISORS, LLC is a Jacksonville, Florida based Financial Planning firm with nearly $184,390,954 assets under management, offering retirement planning & investment advisory services to 961 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108426
SEC#	801-120250
Assets Managed by Firm	$184,390,954
No. of Clients	961
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	961	$184,390,954
Individuals (other than high net worth individuals)	326	$81,943,849
High net worth individuals	41	$102,163,568
Charitable organizations	1	$214,092
Corporations or other businesses	2	$69,445

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