Andrew Trammell

Advisor at Trammell Wealth

Updated today
Trammell Wealth logo

Firm

Trammell Wealth

Location

Wellington, FL

Credentials

CFP®, RICP®, EA

Industry experience

5 years

About

Have you ever woken up in the middle of the night, worried about your financial future? You’re not alone—and I’ve dedicated my career to helping people find peace of mind when it comes to money.

I hold a Master’s Degree in Personal Financial Planning from Kansas State University (go Wildcats!) and am proud to be a CERTIFIED FINANCIAL PLANNER™ (CFP®), Enrolled Agent (EA), and Retirement Income Certified Professional® (RICP®). For the past seven years, I’ve worked behind the scenes crafting detailed financial plans for advisors across the country—helping clients invest wisely, retire confidently, and make smart decisions about Social Security, among other complex financial topics.

Now, I’m bringing that experience directly to individuals and families. My mission is simple: to provide clear, actionable financial guidance that helps you sleep better at night and live better during the day.

I live in the Village of Wellington, Florida—if you're into polo, you’ve probably heard of it! My amazing wife, Fabiola, is a Registered Nurse and was recently accepted into the Nurse Practitioner program at FAU. We have two incredible kids: Alexander (11), who’s all about tech and space, and Leah (9), who’s passionate about soccer and gymnastics.

Whether you're planning for retirement, navigating a career change, or just trying to make sense of your financial future, I'm here to help.

Client services

Based on Trammell Wealth

Financial planning Portfolio management Tax preparation

Expertise

General tax planning Social Security optimization

Occupation focus

Government Employee

Fee options

AUM

.9% to 1.5%

Hourly

$250

Monthly

$150 to $250

Other

Tax return prep service is $300 to $400.

Location

Wellington, FL

Most active in

Florida

Work history

Trammell Wealth LLC

2025 - Present (1 year)

Zurich Awes Financial Management, LLC

2021 - 2025 (4 years)

Cary Stamp & Company

2018 - 2021 (3 years)

City of Boca Raton

2007 - 2018 (11 years)

Disclosures

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Business activities & affiliations

Warmer team member

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