About Us

TrustWell Financial Advisors is a small firm with a single office in Jacksonville, Florida.  Our business is simple — giving advice for a fee and managing money for a fee.

TrustWell’s goal is client service and good stewardship of the opportunities we have been given.

We are easy to talk to and our office environment is unpretentious.  Our fee-only model allows us to profitably serve clients of all income levels and our investment account minimum is lower than most.  Our clients appreciate our qualifications and experience, our independence, and the fact that we don’t sell financial products.

TrustWell is registered as an independent investment advisory firm.  Our office staff is trained and experienced in a wide range of client service and account administration tasks.

TrustWell is not a new company, and our history is one of steady growth and great client service.

All four of our advisors have passed the national exam administered by the Certified Financial Planner Board of Standards.

Our fees are reasonable, and they vary based on the scope of the work you need done and (for investment management) the size of the account.

 

TrustWell Financial Advisors