Brett William Freese
Investment adviser representative at Trustwell Financial Advisors, LLC
17 yearsExperience
2 statesRegistered in
$260.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Trustwell Financial Advisors, LLCJan 2009 to now
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Trustwell Financial Advisors, LLC
$260.8MAssets managed
366Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2493757
- Firm CRD
- 108426