# Bryan Trochessett

> Bryan Trochessett is a fee-only financial advisor at San Blas Capital in Port St. Joe, Florida. Bryan charges a percentage of assets and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/bryan-trochessett/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** San Blas Capital
- **Based in:** Port St. Joe, Florida
- **Fee model:** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $21.9M across 37 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, Retirees, Multi-generational families
- **CRD:** 4403771 (https://adviserinfo.sec.gov/individual/summary/4403771)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://sanblascap.com/

## Frequently asked questions

### Is Bryan Trochessett a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and San Blas Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bryan charge for financial advice?

Bryan charges a percentage of assets.

### Does Bryan work with clients virtually?

Yes. San Blas Capital says on its website that it works with clients remotely.

### Where is Bryan Trochessett based?

Bryan Trochessett is based in Port St. Joe, Florida.

### What does Bryan specialize in?

Bryan's specialties include retirement planning. Bryan works with pre-retirees, retirees and multi-generational families.

### Is Bryan Trochessett registered with the SEC?

Yes. Bryan Trochessett is registered as an investment adviser representative in FL (CRD 4403771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does San Blas Capital manage?

San Blas Capital reports $21.9M across 37 accounts in assets under management.

### How do I contact Bryan Trochessett?

Through Bryan's website, sanblascap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4403771): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sanblascap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.