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Tanner Doudna is a registered investment advisor at Trustwell Financial Advisors, LLC, based in Jacksonville, FL, with 11 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 371 clients with $220M in assets under management.
Compensation
Fee-Only (% of Portfolio)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
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL, 32216
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2017Employment History
Current Registrations
Trustwell Financial Advisors, LLC
July 2017 - Present · 8 yrs 9 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
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
No exam information available for this advisor.