Trustwell Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$260,403,043
Clients
363
Advisors
5
of 7 employees
About
TrustWell primarily serves individuals, couples, and family members, while also advising small businesses, trusts, foundations, and other fiduciaries. The firm provides fee-only financial planning and ongoing asset management, documenting the scope of each engagement in a written agreement before work begins.
TrustWell generally manages client portfolios on a discretionary basis and emphasizes personalized asset allocation and cross‑asset diversification using mutual funds, ETFs, and, where clients request, individual securities. The firm accommodates values‑based screening (including Biblically Responsible Investing, ESG, and SRI options), may at times use concentrated or leveraged/inverse strategies when appropriate, and operates through Charles Schwab as its primary custodian while using third‑party platforms to manage held‑away accounts without taking custody.
Notable operational features include a money‑back guarantee offered at the time a financial plan is presented, an explicit disclosure that the firm uses AI tools (including meeting transcription) with an opt‑out option, and a firm policy of not accepting referral fees. The brochure also discloses that all reported assets are managed on a discretionary basis, the firm relies solely on Schwab for custody (with standing letters of authorization in place), and the ownership team consists of CFP® practitioners.
Client services
Expertise
Fee options
Fixed project fees for financial planning from $600 to $10,000.
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.60% annually
$250.00 per hour for financial planning services.
Account minimum: $100,000 Fee-only: Financial planning fixed fees ranging from $600 to $10,000; Hourly financial planning rate $250/hour; Asset management fees based on AUM tiers described above.
Main office
8825 Perimeter Park Blvd., Suite 304
Jacksonville FL 32216
Advisors at this office
5
Most active in
Florida · Georgia · North Carolina · South Carolina · Texas
Also doing business as
Trustwell Financial Advisors, LLC · Williams D Gary & Co · Williams Don Gary
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
Bradley M
CFP®, Series 63
Jacksonville, FL
Trustwell Financial Advisors, LLC
Bradley Miller is a CFP® with six years of industry experience, currently serving as an advisor at TrustWell Financial Advisors, LLC. He has previously worked at River Capital Advisors, L.C. across multiple periods from 2015 to 2022. TrustWell Financial Advisors primarily serves individuals, couples, families, and small businesses, providing written financial planning and ongoing asset management. The firm operates as a fee-only fiduciary, emphasizing diversified asset allocations and offering optional screened strategies such as Biblically Responsible Investing and ESG/SRI.
Tanner D
Series 66
Jacksonville, FL
Trustwell Financial Advisors, LLC
Tanner Doudna is a financial advisor at Trustwell Financial Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch prior to joining Trustwell in 2017. Trustwell Financial Advisors primarily serves individuals, couples, families, and small businesses, providing written financial planning and ongoing asset management. The firm operates as a fee-only fiduciary, emphasizing diversified asset allocations and offering strategies including Biblically Responsible Investing and ESG/SRI screens.
Christopher D
CFP®
Jacksonville, FL
Trustwell Financial Advisors, LLC
Christopher Daunhauer is a CFP® professional with 18 years of industry experience, currently serving at TrustWell Financial Advisors, LLC. He has worked at D. Gary Williams & Company since 2007. Outside of his advisory role, he serves as a non-paid director and assists with administrative and technical tasks for his wife's medical practice. TrustWell Financial Advisors primarily serves individuals, couples, families, and small businesses, offering written financial planning and ongoing asset management. The firm operates as a fee-only fiduciary, emphasizing diversified asset allocations and employing fundamental, technical, and cyclical analysis in portfolio management.
Don W
Series 63
Jacksonville, FL
Trustwell Financial Advisors, LLC
Don Williams is a financial advisor at TrustWell Financial Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has been with D. Gary Williams & Co. since 1985. Outside of financial advising, he serves as Vice President of Imperial Distributors of Florida, Inc., a storage facility management company. TrustWell Financial Advisors primarily serves individuals, couples, families, and small business clients, offering written financial planning and ongoing asset management. The firm emphasizes diversified, customized portfolios and operates as a fee-only fiduciary using custodial trading through Charles Schwab.
Brett F
Series 66
Jacksonville, FL
Trustwell Financial Advisors, LLC
Brett Freese is a financial advisor at Trustwell Financial Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has been with Trustwell since 2009. TrustWell primarily serves individuals, couples, and family members, as well as small businesses, trusts, and estates. The firm offers written financial planning and ongoing asset management with a fee-only fiduciary model, emphasizing diversified, customized portfolios implemented through mutual funds, ETFs, and selected individual securities.
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