Chris Daunhauer
TrustWell Financial Advisors · Jacksonville, Florida
Chris Daunhauer is a fee-only financial advisor at TrustWell Financial Advisors in Jacksonville, Florida, who holds the BA, CFP and M.Ed. credentials. Chris charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee ($200 an hour and 1% a year on the first tier of assets managed).
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Facts
| Firm | TrustWell Financial Advisors |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | $200 an hour · 1% a year on the first tier of assets managed · A $100,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $260.8M across 1,019 accounts |
| Credentials | BA · CFP · M.Ed. · MBA |
| SEC registration | Investment adviser representative in FL, TX · CRD 5191149 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | trustwellfa.com |
How Chris's firm compares
- The hourly rate is $200, below the Florida median of $300 for fee-only firms that publish prices.
- 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 Chris
Is Chris Daunhauer a fee-only financial advisor?
Yes. Chris Daunhauer is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chris's firm.
How does Chris charge for financial advice?
Chris charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Chris charge?
According to TrustWell Financial Advisors's website, checked October 28, 2026: $200 an hour; 1% a year on the first tier of assets managed; a $100,000 asset minimum.
Where is Chris Daunhauer based?
Chris Daunhauer is based in Jacksonville, Florida.
What credentials does Chris Daunhauer hold?
Chris Daunhauer holds the BA, CFP, M.Ed. and MBA credentials.
Is Chris Daunhauer registered with the SEC?
Yes. Chris Daunhauer is registered as an investment adviser representative in FL and TX (CRD 5191149), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Chris Daunhauer?
Through Chris's website, trustwellfa.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
- TrustWell Financial Advisors 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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