Christopher
Daunhauer
Trustwell Financial Advisors, LLC
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About this Advisor
Christopher Daunhauer is a certified financial planner working in Jacksonville, Florida who has 16 years of relevant experience. Daunhauer is currently employed by Trustwell Financial Advisors, LLC. They have been employed by Trustwell Financial Advisors, Llc for their complete career. Daunhauer is able to advise clients in Florida and Texas. Trustwell Financial Advisors, LLC is a business operating out of Jacksonville, FL. It handles $137 million in assets among its 919 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 919 client accounts, just 7% belong to high-net-worth individuals who have at least $1 million in assets. The business performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which service is offered. However, fee types billed by Trustwell Financial Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trustwell Financial Advisors, LLC Brokerage Details
$137,030,538
7
919
$149,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Daunhauer Work History
Christopher has been registered as a financial advisor for 16 years.*
D. Gary Williams & Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Daunhauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trustwell Financial Advisors, LLC
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
