A complete list of active advisors currently associated with Trammell Wealth

Warmer can help you find a great advisor at Trammell Wealth or one who fits your needs even better.

Trammell Wealth is a fee-only, independent registered investment adviser serving individual clients, including high‑net‑worth individuals, with wealth management, financial planning, and tax preparation services for both individuals and businesses. The firm offers ongoing and project‑based planning, portfolio management on a discretionary or non‑discretionary basis, and assistance establishing accounts at a custodian. The firm’s investment approach blends modern portfolio theory and fundamental analysis, using both passive and active vehicles to construct asset‑allocation‑focused portfolios aligned with each client’s risk tolerance and goals. Portfolios can be customized for tax efficiency, client‑imposed investment restrictions, and socially responsible (ESG) preferences, and the adviser monitors accounts regularly with periodic reviews and plan updates. Noteworthy features for a solo, recently formed adviser include the principal’s multiple professional credentials (CFP®, EA, RICP®) and the inclusion of tax‑preparation services — provided at no additional fee for clients with $500,000 or more in investable assets and available for business returns — which is uncommon among peers of this size. The firm also discloses a side activity of publishing books (5–10 hours weekly) and operates with a small client base and modest assets under management; it relies on Schwab’s institutional platform for custody and support and does not accept third‑party sales compensation.

To learn more about the advisors currently working at Trammell Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.