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 LLC is a fee‑only, independent registered investment adviser serving individual and high‑net‑worth clients with wealth management, discretionary portfolio management, and both ongoing and project‑based financial planning. The firm’s services also include tax return preparation for certain wealth management clients and advice across retirement, estate, business planning, college savings, insurance, and cash‑flow management. The firm implements portfolios using modern portfolio theory and a mix of passive and active strategies, focusing on asset allocation, mutual fund/ETF analysis, liquidity and tax efficiency, and generally favoring longer holding periods while permitting client‑imposed investment restrictions and optional socially responsible (ESG) approaches. For clients with investable assets above $500,000 the firm offers a financial plan at no additional fee and provides tax preparation either as part of wealth management or on a fixed‑fee basis for other clients. Noteworthy features include the firm’s recent formation and very small scale — a single‑advisor practice managing under $1 million for a handful of clients — and the principal’s combined professional credentials (CFP®, Enrolled Agent, and RICP). The principal also publishes financial‑education books and serves as a substitute teacher, the firm operates as fee‑only, recommends Schwab for custody, and has added a text‑messaging contact option.
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.
Name |
Location |
Years of experience |
|---|---|---|
Wellington, FL
| 6
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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