Trammell Wealth LLC
Wellington, Florida
Trammell Wealth LLC at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 9 individual clients.
- Its average account is about $43,000 (assets it manages divided by its 11 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Florida median of $4,200.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Wellington, Florida |
|---|---|
| Website | trammellwealth.com |
| [email protected] | |
| Phone | (954) 865-3200 |
Questions about Trammell Wealth LLC
How much does Trammell Wealth LLC charge?
Trammell Wealth LLC publishes these prices: ongoing planning: from $1,800 a year; asset-based fee: 1.5% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Trammell Wealth LLC have an account minimum?
No. Trammell Wealth LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Trammell Wealth LLC paid?
Trammell Wealth LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Trammell Wealth LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Trammell Wealth LLC.
What is the average account at Trammell Wealth LLC?
Trammell Wealth LLC's average account is about $43,000. That's the assets on its Form ADV divided by its 11 accounts.
What does Trammell Wealth LLC specialize in?
Trammell Wealth LLC's advisors and website list pension planning and retirement planning.
Trammell Wealth LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| Asset-based fee | 1.5% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Essential $150 $250." source
"$0 - $499,999 1.50%" source
"As a fee-only fiduciary with no AUM minimums" source
"Our fee structure is tiered, based on your total assets under management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 9 |
| Accounts managed | 11 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 26, 2026 |
| SEC record | CRD 336817 |
Advisors at this firm (1)
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