Trammell Wealth fees and pricing
Financial planner in Wellington, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 26, 2026, Trammell Wealth charges $250 an hour, a flat or project fee of $500, a monthly fee of $150-$250, and a quarterly fee of $600-$750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $500
“Ongoing Financial Planning TW collects an initial fee, no greater than $500.”
- Monthly fee
- $150-$250/mo
“Fees are paid monthly or quarterly in advance, ranging from $150 to $250 per month or $600 to $750 per quarter.”
- Quarterly fee
- $600-$750/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trammell Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial 8 and terminating billing periods.”
How Trammell Wealth’s fees compare
- Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Florida median of $4,900. 2% of the 320 other Florida planners that publish a flat or project fee charge less.
About Trammell Wealth
- Principal: Andrew Trammell
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 9
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $477,961
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336817
- Phone
- (954) 865-3200
Other planners in Wellington that publish fees
- Ceg Wealth Partners, LLCWellington$350/hr
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.