Andrew Trammell is a CFP-designated registered investment advisor at Trammell Wealth, based in Wellington, FL, with 6 years of industry experience. Andrew 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, Federal Employees, and 7 more. Their firm serves 9 clients with $480K 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.90% |
Fees are negotiable. For clients with over $500,000 in investable assets, financial planning and tax preparation are included at no additional fee.
Fee Estimator
Contact
Andrew Trammell
Location
Wellington, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Trammell Wealth
Previous Registrations
Zurich Awes Financial Management, LLC
Commonwealth Financial Network
State Registrations1 state
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
Additional Information
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.
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