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Christopher Fredrick Daunhauer

Trustwell Financial Advisors, LLC

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About Christopher Fredrick Daunhauer

Christopher Fredrick Daunhauer is a financial advisor registered with Trustwell Financial Advisors, LLC. Christopher has been in the industry since July 2007. Christopher is registered with the states of Florida and Texas. Christopher is a Certified Financial Planner. Christopher is a managing member of Old Plank Partners, LLC, which owns and manages rental properties. Christopher's firm, Trustwell Financial Advisors, LLC, specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.

Firm Information

Christopher Daunhauer is currently registered with Trustwell Financial Advisors, LLC. Trustwell Financial Advisors, LLC is a Registered Investment Advisor located in Jacksonville, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. The firm manages approximately $184 million in assets for its clients.
Trustwell Financial Advisors, LLC

8825 PERIMETER PARK BLVD.

JACKSONVILLE, FL 32216

$184.39M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Daunhauer’s Registration & Firm History

FL

02/03/2021 - Present

Trustwell Financial Advisors, LLC (JACKSONVILLE FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Fredrick Daunhauer.
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