Brett Freese
CFP®, CKA®
TrustWell Financial Advisors
Financial Advisor
Brett Freese
CFP®, CKA®
TrustWell Financial Advisors
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brett Freese, CFP®, CKA®
Fee Only Financial Planner / Investment Manager Located in Jacksonville, FL and Serving Clients Nationwide
Brett Freese is a Jacksonville, FL fee-only financial planner. TrustWell Financial Advisors provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brett Freese is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brett Freese has served in a variety of leadership positions throughout his 30+ years in the financial services industry. Before joining TrustWell, Brett was vice president of finance at a major securities firm and a small business owner.
In pursuit of his dream to become a financial advisor, Brett went back to graduate school in 1997 to earn his MBA in Finance from Rutgers University while working full-time. Brett went on to earn the CERTIFIED FINANCIAL PLANNER™ designation and joined TrustWell in 2009 to offer unbiased financial advice and sound money management.
Brett is a NAPFA-certified advisor and a Certified Kingdom Advisor®. He also serves on the advisory team to the lead pastor at his church. He and his wife Susan have two sons and are active in their church, the community, and in local ministries.
Brett Freese is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Trustwell was established in 1987 in Gainesville, Florida by our founder, Gary Williams. Up until 2008 it was known as D. Gary Williams & Company. From 1987 to 2007, Gary practiced alone, first in Gainesville and then later in Jacksonville, with support from two office staffers.
Beginning in 2006, Gary felt increasingly led to share his successful solo practice with other advisors who felt the same way he did about stewardship and client service. His vision was to create a safe place for independent, fee-only advisors to practice, and to give those other advisors the benefit of what he had learned over 20+ years.
Gary’s vision slowly came to life between 2008 and 2010. Gary rebranded his practice in 2008 and converted it to a firm. Over the following three years, he invited two other advisors to join him – first Chris Daunhauer, and then Brett Freese.
Each of TrustWell’s four advisors has his own clients. Each advisor contributes a portion of his fees received toward office overhead, staff expenses, and administration. TrustWell’s clients get the benefit of an advisor who practices in a firm made up of multiple advisors, each with a different set of experiences and personal strengths.
Since its founding, TrustWell has grown slowly and steadily — both in terms of number of clients served and amount of assets under management. Most of our clients came to us by referrals from their friends and family. Our success is based on a reasonable number of long-term relationships, not on large volume. We have many clients in other Florida cities, some in other states, and a couple outside the US.
In 2017, TrustWell added a fourth Financial Advisor to it’s team, Tanner Doudna.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investment Management
- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- Business Owners and Executives
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brett Freese is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brett Freese is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brett Freese is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Contact Brett Freese
Office Locations:
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8825 Perimeter Park Blvd
Suite 304
Jacksonville, FL 32216
