# Trustwell Financial Advisors, LLC

> Trustwell Financial Advisors, LLC is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 108426
- Filed as: TRUSTWELL FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108426
- AdvisorCensus page: https://advisorcensus.com/firm/trustwell-financial-advisors-llc-jacksonville-fl-108426

## Quick answers

**How is Trustwell Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trustwell Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Trustwell Financial Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Flat fee: $600 to $10,000 (perform financial analysis and develop a financial plan); Hourly rate: $250 an hour (perform financial analysis and develop a financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Trustwell Financial Advisors, LLC located?**
Trustwell Financial Advisors, LLC's principal office is in Jacksonville, FL, according to its Form ADV.

**Is Trustwell Financial Advisors, LLC registered with the SEC or a state?**
Trustwell Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 108426.

**How much does Trustwell Financial Advisors, LLC manage?**
Trustwell Financial Advisors, LLC reports $260,788,767 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have Trustwell Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Trustwell Financial Advisors, LLC: Regulatory assets under management: $110,743,049 in the October 2021 data and $260,788,767 in the October 2026 data, up 135%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trustwell Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (304); high net worth individuals (59); corporations or other businesses not listed above (2).

**Which custodians does Trustwell Financial Advisors, LLC use?**
Trustwell Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Trustwell Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108426

**Does Trustwell Financial Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "We generally require a minimum initial investment of $100,000 to open an account, but we reserve the right to waive this minimum."

**What changed in Trustwell Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $218,548,065 to $260,788,767 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum initial investment of $100,000 to open an account, but we reserve the right to waive this minimum.

- Flat fee: $600 to $10,000 (perform financial analysis and develop a financial plan)

> As a fixed project fee (ranging from $600.00 to $10,000.00)

- Hourly rate: $250 an hour (perform financial analysis and develop a financial plan)

> As an hourly rate ($250.00 per hour)

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $260,788,767
- Discretionary: $260,788,767
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 304 | $105,109,645 |
| High net worth individuals | 59 | $155,293,398 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $289,670 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $96,054 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trustwellfa.com
- Facebook @TRUSTWELLFA
- Instagram @trustwellfa
- LinkedIn @trustwell-financial-advisors
- X @trustwellfa

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,743,049 | 6 | February 12, 2021 |
| October 2022 | $136,063,934 | 7 | September 7, 2022 |
| October 2023 | $137,030,538 | 7 | August 15, 2023 |
| October 2024 | $184,390,954 | 7 | March 6, 2024 |
| October 2025 | $218,548,065 | 7 | March 7, 2025 |
| October 2026 | $260,788,767 | 7 | March 13, 2026 |

Regulatory assets under management: $110,743,049 in the October 2021 data and $260,788,767 in the October 2026 data, up 135%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $218,548,065 to $260,788,767 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trustwell Financial Advisors, LLC (CRD 108426): Form ADV filing data as of October 2026.