Tanner Doudna
Tanner Doudna is a registered investment advisor at Trustwell Financial Advisors, LLC, based in Jacksonville, FL, with 11 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 366 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are calculated using the average daily balance during each calendar quarter and are negotiable on a client-by-client basis.
Fee Estimator
Location
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL, 32216
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2017Employment History
Current Registrations
Trustwell Financial Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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
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