TrustWell Financial Advisors, LLC is an independent, strictly fee-only SEC-registered investment advisory firm located in the Perimeter Park corridor of Jacksonville, Florida. Founded in 1987 by Certified Financial Planner Don G. ("D. Gary") Williams, CFP®, alongside Partners Christopher F. ("Chris") Daunhauer, MEd, MBA, CFP®, and Brett W. Freese, MBA, CFP®, the NAPFA-affiliated firm serves retirees, pre-retirees, and families across Duval County with fiduciary retirement income planning, tax-efficient portfolio management, and multi-year cash-flow modeling.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); TrustWell Financial Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-120250; independent fee-only fiduciary Registered Investment Adviser operating in Jacksonville since 1990 (founded 1987).
Issuer: Certified Financial Planner Board of Standards
Notes: Principals Don G. ('D. Gary') Williams, CFP® (CRD #1307262), Christopher F. Daunhauer, MEd, MBA, CFP® (CRD #5191149), and Brett W. Freese, MBA, CFP® (CRD #2493757), alongside Financial Advisor Bradley T. Miller, CFP®.
Factual details and direct answers about TrustWell Financial Advisors, LLC's services, licensing, and credentials.
What is the SEC registration status of TrustWell Financial Advisors, LLC in Jacksonville?
TrustWell Financial Advisors, LLC is registered with the U.S. Securities and Exchange Commission as a strictly fee-only Investment Adviser under CRD #108426 and SEC File #801-120250.
Who are the Certified Financial Planner principals at TrustWell Financial Advisors?
The firm is led by Founder Don G. ('D. Gary') Williams, CFP® (CRD #1307262), Partner Christopher F. Daunhauer, MEd, MBA, CFP® (CRD #5191149), and Partner Brett W. Freese, MBA, CFP® (CRD #2493757).
Where is TrustWell Financial Advisors located in Duval County?
The firm's office is located at 8825 Perimeter Park Boulevard, Suite 304, in Jacksonville, Florida 32216, convenient to Southside, Deerwood, Town Center, Mandarin, and the Beaches.
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