# Tanner Doudna

> Tanner Doudna 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.

Page: https://find.wellspent.co/advisors/tanner-doudna/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Trustwell Financial Advisors
- **Based in:** Jacksonville, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $260.8M across 1,019 accounts
- **CRD:** 6388648 (https://adviserinfo.sec.gov/individual/summary/6388648)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.trustwellfa.com

## Frequently asked questions

### Is Tanner Doudna a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tanner 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 Tanner charge for financial advice?

Tanner's firm, Trustwell Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Tanner Doudna based?

Tanner Doudna is based in Jacksonville, Florida.

### Is Tanner Doudna registered with the SEC?

Yes. Tanner Doudna is registered as an investment adviser representative in FL and TX (CRD 6388648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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 Tanner Doudna?

Through Tanner's website, www.trustwellfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6388648): 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

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