TradeWell Tax & Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TradeWell Tax & Financial advises individual and high‑net‑worth households, delivering personalized financial planning and discretionary portfolio management. Client relationships are documented with investment policy statements and periodic reviews, and the firm offers both one‑time planning engagements and ongoing account oversight.
Portfolios are built around client objectives and risk tolerances using fundamental, technical, and cyclical analysis, with discretionary trading authority on managed accounts. The firm also actively manages held‑away retirement and HSA accounts through an order management system, enabling tax‑aware asset location and opportunistic rebalancing without requiring clients’ custodial login credentials.
Compared with similar‑sized team firms, TradeWell’s brochure highlights its role as an ERISA fiduciary and its ability, when appointed, to serve as a Section 3(38) investment manager for plan assets. The firm’s principals also operate a separate tax‑preparation business and maintain insurance licenses — relationships the firm discloses as potential conflicts and that create closer coordination between investment advice, tax preparation, and insurance services.
Client services
Expertise
Fee options
Financial planning fees range from $1,000 to $15,000
1.00% annually
Account minimum: $100,000
Main office
130 West Main Street, #100
Fort Wayne IN 46802
Advisors at this office
4
Most active in
Florida · Indiana · Ohio · Texas
Also doing business as
Indiana Tax Advisory Group, Inc · Tradewell Securities, LLC · Tradewell Tax & Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Hannah G
Series 63, Series 65
Fort Wayne, IN
TradeWell Tax & Financial
Hannah Grubb is a financial advisor at TradeWell Tax & Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes roles at Northwestern Mutual and Fort Wayne Community Schools. TradeWell Tax & Financial provides personalized financial planning and discretionary portfolio management to individual and high-net-worth households, emphasizing documented client relationships and tax-aware asset management.
Michael A
Series 65
Fort Wayne, IN
TradeWell Tax & Financial
Michael Albertson is a financial advisor at TradeWell Tax & Financial with 19 years of industry experience. He holds a Series 65 designation and has worked at Tradewell Securities, LLC, Secure Asset Management, L.L.C., and USA Financial Securities. Outside of his advisory role, he is president of Indiana Tax Advisory Group, Inc., providing tax advisory and preparation services, and he has a passive ownership interest in a coffee roasting business. TradeWell Tax & Financial advises individual and high-net-worth households through personalized financial planning and discretionary portfolio management. The firm emphasizes documented client relationships, tax-aware asset management, and serves as an ERISA fiduciary with the capability to act as a Section 3(38) investment manager for plan assets.
Thomas B
Series 65
Fort Wayne, IN
TradeWell Tax & Financial
Thomas Badders is a financial advisor at TradeWell Tax & Financial with a Series 65 license and three years of industry experience. His background includes service in the United States Air Force from 2014 to 2023 and roles at Tradewell Securities LLC, Secure Asset Management, and Indiana Tax Advisory Group. He is also involved in recommending insurance products to clients. TradeWell Tax & Financial serves individual and high-net-worth households, offering personalized financial planning and discretionary portfolio management. The firm emphasizes tax-aware strategies, documented client relationships, and fiduciary responsibilities, including acting as a Section 3(38) investment manager when appointed.
Wesley P
Series 63, Series 66
Fort Wayne, IN
TradeWell Tax & Financial
Wesley Phelps is a financial advisor at TradeWell Tax & Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Prudential and Farm Bureau Marketing Securities LLC. Outside of his advisory role, he is an owner of Liagan Brothers Corporation, where he recommends insurance products. TradeWell Tax & Financial advises individual and high-net-worth households with personalized financial planning and discretionary portfolio management. The firm combines fundamental, technical, and cyclical analysis to build portfolios and offers tax-aware management of retirement and HSA accounts.
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