Trustwell Financial Advisors, LLC fees and pricing
Financial planner in Jacksonville, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, Trustwell Financial Advisors, LLC charges $250 an hour and a flat or project fee of $600-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“As a fixed project fee (ranging from $600.00 to $10,000.00) As an hourly rate ($250.00 per hour) In every case, our fee is fully disclosed and the terms of the engagement are agreed to and documented in a written and signed financial planning agreement between the client and TrustWell before any work begins.”
- Flat or project fee
- $600-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trustwell Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “TrustWell normally requires a deposit against the agreed fee, with the balance due upon completion and our presentation of analysis and recommendations.”
- “If you have paid a deposit against the fee, we will refund that deposit to you.”
- “If an asset was held less than the whole period, its accumulated value is prorated.”
How Trustwell Financial Advisors, LLC’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.
- 6 of the 16 other planners in Jacksonville that publish an hourly rate charge less.
- Its flat or project fee of $600-$10,000 spans the Florida median of $4,900. 60% of the 320 other Florida planners that publish a flat or project fee charge less.
- 10 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.
About Trustwell Financial Advisors, LLC
“We are fee-only advisors, providing wise financial counsel, analysis and planning, recommendations, and skilled money management.”
- Firm size: 7 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Early retirement / FIRE
- 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% a year
- Clients
- 363
- Employees
- 7
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $260,788,767
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108426
- Phone
- (904) 996-7800
Can advise clients in 5 states: Florida, Georgia, North Carolina, South Carolina, Texas
Other planners in Jacksonville that publish fees
- Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500-$4,000
- Attainable WealthJacksonville$300/hr, $3,600-$8,000
- Contemporary Financial PlanningJacksonville$1,000-$25,000, $1,250-$6,000/qtr
- CovingtonalsinaJacksonville$150-$500/hr, $500-$5,000
- Create Wealth Financial Planning LLCJacksonville$1,000
- Img Wealth Management, Inc.Jacksonville$150/hr
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.