Firm
TrustWell Financial Advisors
Jacksonville, Florida
Fee-only
TrustWell Financial Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 5 advisors are listed here; 2 of 5 hold the CFP.
- Its Form ADV reports 7 employees and 363 individual clients, 59 of them high net worth.
- Its average account is about $256,000 (assets it manages divided by its 1,019 accounts).
- Its hourly rate of $200 is below the Florida median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Jacksonville, Florida |
|---|---|
| Website | trustwellfa.com |
| [email protected] | |
| Phone | (904) 996-7800 |
TrustWell Financial Advisors 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.
| Hourly | $200 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $100,000 |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects |
In the firm's words
"hourly basis ($200/hr)" source
"< 1 Million ## 1%" source
"5 Million + ## 0.6%" source
"< 1 Million ## 1%" 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 | $261 million |
| Individual clients | 304 |
| High-net-worth clients | 59 |
| Accounts managed | 1,019 |
| Employees | 7 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-120250) |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 108426 |