Andrew Trammell
Trammell Wealth LLC · Wellington, Florida
Andrew Trammell is a fee-only financial advisor at Trammell Wealth LLC in Wellington, Florida, who holds the CFP, EA and MSFP credentials. Andrew charges a percentage of assets and an ongoing planning fee (ongoing planning from $1,800 a year and 1.5% a year on the first tier of assets managed) and focuses on pension planning and retirement planning.
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Specialties
Who they serve
- Physicians
- Pre-retirees
Facts
| Firm | Trammell Wealth LLC |
|---|---|
| Based in | Wellington, Florida |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,800 a year · 1.5% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $478K across 11 accounts |
| Credentials | CFP · EA · MSFP · RICP |
| SEC registration | Investment adviser representative in FL · CRD 7057292 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | trammellwealth.com |
| Profile |
How Andrew's firm compares
- Ongoing planning starts at $1,800 a year, below the Florida median of $4,200 for fee-only firms that publish prices.
- Trammell Wealth LLC's average account is about $43,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Andrew
Is Andrew Trammell a fee-only financial advisor?
Yes. Andrew Trammell is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.
How does Andrew charge for financial advice?
Andrew charges a percentage of assets and an ongoing planning fee.
How much does Andrew charge?
According to Trammell Wealth LLC's website, checked October 28, 2026: ongoing planning from $1,800 a year; 1.5% a year on the first tier of assets managed; no asset minimum.
Where is Andrew Trammell based?
Andrew Trammell is based in Wellington, Florida.
What does Andrew specialize in?
Andrew's specialties include pension planning and retirement planning. Andrew works with physicians and pre-retirees.
What credentials does Andrew Trammell hold?
Andrew Trammell holds the CFP, EA, MSFP and RICP credentials.
Is Andrew Trammell registered with the SEC?
Yes. Andrew Trammell is registered as an investment adviser representative in FL (CRD 7057292), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Trammell Wealth LLC manage?
Trammell Wealth LLC reports $478K across 11 accounts in assets under management.
How do I contact Andrew Trammell?
Through Andrew's website, trammellwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Trammell Wealth LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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