Christopher Daunhauer is a CFP-designated registered investment advisor at Trustwell Financial Advisors, LLC, based in Jacksonville, FL, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 371 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Contact
Christopher Daunhauer
Location
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL, 32216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a non-paid director for his wife's medical practice, dedicating about 10-20% of his time to tasks such as computer maintenance and recordkeeping. He is also a managing member of Old Plank Partners, LLC, a rental property management company, spending a few hours per week on this business.
Employment History
Current Registrations
Trustwell Financial Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Chris is a Florida native and he's been a Certified Financial Planner® professional since 2004. With a background in banking and finance, he's been a statistician for several large Jacksonville corporations, a university instructor, and a business owner and investor since 1996. He gives his clients the practical financial advice he wishes he had received.Chris served in the US Army from 1987 to 1991, including combat service in Operation Desert Storm, after which he returned to complete his university education. He holds a liberal arts degree from the University of Central Florida, graduate degrees in education (MEd) and in business (MBA) from the University of Florida, and a certificate in financial planning from FSCJ.