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Brenda Trachsel

Vanderbilt Advisory Services
22 Years of Experience
Clearwater, FL
7 DisclosuresBroker
View SEC Summary
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Brenda Trachsel is a registered investment advisor at Vanderbilt Advisory Services, based in Clearwater, FL, with 22 years of industry experience. Brenda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.

Vanderbilt Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
166 advisors
Number of Clients
6,470 clients
Average Client Portfolio
$326K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Firm also offers threshold billing, flat percentage, and flat annual fee structures. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Clearwater, FL

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2020
Final
Financial
August 2020
Final
Financial
July 2020
Final
Financial
March 2020
Final
Financial
December 2019
Final
Financial
December 2019
Final
Financial
October 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brenda is the owner/operator of Sarsany Farms, a small row crop operation, since January 2023. She dedicates a few hours per week to this activity.

Employment History
Current Registrations
Vanderbilt Advisory Services
January 2026 - Present · 9 mos
Vanderbilt Securities, LLC
January 2026 - Present · 9 mos
Vanderbilt Securities, LLCBroker
January 2026 - Present · 9 mos
Previous Registrations
Edward Jones
January 2025 - November 2025 · 10 mos
Edward JonesBroker
December 2010 - November 2025 · 14 yrs 11 mos
Edward Jones
November 2010 - December 2019 · 9 yrs 1 mo
Edward Jones
March 2008 - July 2008 · 4 mos
Edward Jones
January 2007 - February 2007 · 1 mo
Edward JonesBroker
November 2001 - July 2008 · 6 yrs 8 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.
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