Trustwell Financial Advisors, LLC

TrustWell Financial Advisors, LLC is an independent, fee-only registered investment advisor that was established in January 1987 as D. Gary Williams & Company, transitioning to a Florida Limited Liability Company in January 2008. The firm primarily serves individuals, couples, families, and various entities, offering financial planning and asset management services. TrustWell operates as a fiduciary, acting in clients' best interests and charging fees for services without selling financial products or earning commissions. The minimum initial investment for asset management is typically $100,000, with fees based on a tiered structure ranging from 0.15% to 1.00% of assets under management. Clients have the option to grant discretionary trading authority to TrustWell, allowing advisors to buy and sell securities without prior consent. The firm emphasizes personalized financial planning, comprehensive analysis, and diversified asset allocation strategies tailored to individual client goals and risk tolerance. TrustWell's owners are CFP® practitioners, and the firm had $218,548,065 in client assets under management as of December 31, 2024. TrustWell does not engage in performance-based fees, side-by-side management, or class action lawsuits on behalf of clients. Clients retain the right to vote on proxies for securities held in their accounts, and TrustWell does not take custody of client funds. The firm does not receive referral fees or compensation from third parties for managing client accounts.