Trammell Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$477,961
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$53,107
About
Trammell Wealth is a fee-only, independent registered investment adviser serving individual clients, including high‑net‑worth individuals, with wealth management, financial planning, and tax preparation services for both individuals and businesses. The firm offers ongoing and project‑based planning, portfolio management on a discretionary or non‑discretionary basis, and assistance establishing accounts at a custodian.
The firm’s investment approach blends modern portfolio theory and fundamental analysis, using both passive and active vehicles to construct asset‑allocation‑focused portfolios aligned with each client’s risk tolerance and goals. Portfolios can be customized for tax efficiency, client‑imposed investment restrictions, and socially responsible (ESG) preferences, and the adviser monitors accounts regularly with periodic reviews and plan updates.
Noteworthy features for a solo, recently formed adviser include the principal’s multiple professional credentials (CFP®, EA, RICP®) and the inclusion of tax‑preparation services — provided at no additional fee for clients with $500,000 or more in investable assets and available for business returns — which is uncommon among peers of this size. The firm also discloses a side activity of publishing books (5–10 hours weekly) and operates with a small client base and modest assets under management; it relies on Schwab’s institutional platform for custody and support and does not accept third‑party sales compensation.
Client services
Financial planning
Portfolio management
Tax preparation
Expertise
Wealth management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project-Based Financial Planning fixed fees range from $200 to $800; Tax Preparation fixed fees range from $300 to $400.
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: 0.90%
$250 per hour for Project-Based Financial Planning; $250 per hour for business tax preparation.
Fee-only: Firm is fee-only, receiving compensation solely from clients with no commissions or sales-related compensation.
Main office location
Trammell Wealth
Wellington FL, United States
Number of offices
1
Most active in
Trammell Wealth has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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