Brett Freese
Trustwell Financial Advisors · Jacksonville, Florida
Brett Freese is a fee-only financial advisor at Trustwell Financial Advisors in Jacksonville, Florida. Trustwell Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Trustwell Financial Advisors |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $260.8M across 1,019 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 2493757 |
| Exams passed | Series 66 (2009) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.trustwellfa.com |
How Brett's firm compares
- Trustwell Financial Advisors's average account is about $256,000, from its Form ADV (assets managed divided by 1,019 accounts).
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Questions about Brett
Is Brett Freese a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Trustwell Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Trustwell Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brett Freese based?
Brett Freese is based in Jacksonville, Florida.
Is Brett Freese registered with the SEC?
Yes. Brett Freese is registered as an investment adviser representative in FL and TX (CRD 2493757), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trustwell Financial Advisors manage?
Trustwell Financial Advisors reports $260.8M across 1,019 accounts in assets under management.
How do I contact Brett Freese?
Through Brett's website, www.trustwellfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Jacksonville
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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