Tanner Evans Doudna

Trustwell Financial Advisors, LLC

10 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning

Trustwell Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

371 clients

Average Client Portfolio

$589K average

Assets Under Management

$218.5M

Fee Structure

Minimum Investment:$100K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $5.0M	0.80%
$5M+	0.60%

Fees may be negotiable on a client-by-client basis.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL, 32216

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History

Regulatory History (1)

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Employment Separation After Allegations

March 2017

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Employment History

Current Registrations

Trustwell Financial Advisors, LLC

July 2017 - Present · 8 yrs 7 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

October 2014 - April 2017 · 2 yrs 6 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 2014 - April 2017 · 2 yrs 7 mos

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.