Trusted Advisors

What Trusted Advisors does

Trusted Advisors is a small, privately-held health insurance advisory agency based in Spartanburg, South Carolina, specializing in Medicare and ACA Marketplace coverage for individuals, families, and employers in the Upstate South Carolina region. Founded and led by Julie Williams, the firm operates as an independent brokerage representing multiple insurance carriers, enabling it to offer clients comparisons across Medicare Advantage, Medicare Supplement, Medicare Part D, individual/family health, dental, vision, life, and supplemental products, as well as employer solutions including traditional group plans, reference-based pricing, minimum essential coverage (MEC), and individual coverage HRAs (ICHRA).

The firm generates revenue exclusively through commissions paid by insurance carriers on policies sold and serviced, with no disclosed subscription or fee-for-service pricing. Distribution is sales-led, conducted through licensed advisor consultations and a client referral program, with year-round service support covering claims assistance, billing, provider searches, and renewal planning. The firm maintains no proprietary technology platform, mobile application, or API offering, and operates with 1-10 employees from a single Spartanburg office location.

In 2026, Trusted Advisors was acquired by SandStone Partners Health, LLC (operating under the YourMedPlan brand), a Florida-based independent insurance agency with offices in Clearwater and Largo, FL and Mauldin, SC. The brand has been retained for continuity, and Julie Williams continues to lead operations, while clients gained access to YourMedPlan's broader plan portfolio, technology infrastructure, and multi-state support network. Trusted Advisors now functions as a wholly-owned subsidiary and acquired brand within the YourMedPlan agency network.

Name

Trusted Advisors

Legal name

SandStone Partners Health, LLC dba YourMedPlan

Website

https://tahealth4life.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Trusted Advisors is a privately-held, Spartanburg-based independent health insurance brokerage led by Julie Williams, specializing in Medicare and ACA Marketplace coverage for individuals, families, and employers in Upstate South Carolina. Since 2026 it operates as a retained brand under YourMedPlan (SandStone Partners Health, LLC).

Ownership category

akta.pro rank

Headquarters

HQ city

Spartanburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Insurance Commission Revenue: The firm earns commissions from insurance carriers for policies sold and serviced. As an independent agency representing multiple insurance organizations, revenue is generated through commissions on health insurance plans including Medicare Advantage, Medicare Supplement, individual/family health, employer group plans, dental, vision, and supplemental policies.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Trusted Advisors is an independent health insurance advisory agency that sells and services Medicare plans (Advantage, Supplement, Part D), individual and family health coverage (including dental and vision), and employer-sponsored health insurance solutions (Traditional Group, Reference-Based Pricing, MEC, ICHRA). Licensed advisors provide personalized plan consultation, comparison across multiple carriers, and year-round support for claims, billing, and renewals. The firm operates as part of the YourMedPlan network following its 2026 acquisition by SandStone Partners Health, LLC.

Product overview

Trusted Advisors operates as a health insurance advisory service (now integrated with YourMedPlan) offering a portfolio of insurance products across three core categories: Individual & Family Health Plans (including individual health, dental, and vision), Medicare Plans (including Medicare Advantage, Medicare Supplement, and Part D prescription drug plans), and Employer Solutions (including Traditional Group Benefits Plans, Reference-Based Pricing, Minimum Essential Coverage, and Individual Coverage HRAs). Supplemental policies such as critical illness and hospital indemnity are available as add-on modules. The company functions as an independent insurance agency, not affiliated with any government agency, and serves clients primarily in South Carolina and Florida.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual & Family Health Plans Health insurance coverage options for individuals and families, including individual health, dental, and vision insurance plans, offered to consumers seeking ACA Marketplace or off-Marketplace coverage.
• Medicare Advantage Plans Medicare Advantage plans providing comprehensive health coverage for Medicare-eligible individuals, offered alongside Medicare Supplement plans.
• Medicare Part D Prescription Drug Plans Prescription drug coverage plans for Medicare beneficiaries.
• Dental & Vision Insurance Supplemental dental and vision insurance policies available as standalone coverage or add-ons to primary health plans for individuals and families.
• Traditional Group Benefits Plans Employer-sponsored traditional group health insurance plans providing coverage for employees and their dependents.
• Reference-Based Pricing An employer health solution where pricing is based on reference rates (e.g., Medicare-relative pricing) rather than negotiated network rates, designed to control employer healthcare costs.
• Minimum Essential Coverage (MEC) Affordable employer health coverage plans that satisfy the ACA's minimum essential coverage requirement.
• Individual Coverage HRA (ICHRA) Health Reimbursement Arrangement allowing employers to reimburse employees for individual market health coverage premiums.
• Supplemental Policies Additional coverage options including critical illness and hospital indemnity policies to supplement primary health coverage.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• YourMedPlancoreStrategic or Co-development PartnerYourMedPlan has acquired/partnered with Trusted Advisors in Spartanburg, SC. Clients of Julie Williams & Trusted Advisors are now served by YourMedPlan, gaining access to more plan options, improved technology, and year-round support. The partnership maintains continuity of service with familiar advisors while expanding support capabilities. YourMedPlan operates as an independent insurance agency representing multiple organizations.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• GoHealth: GoHealth is a large independent Medicare-focused health insurance brokerage representing multiple carriers, selling Medicare Advantage, Supplement, and Part D plans through licensed agents — directly comparable to Trusted Advisors' core Medicare distribution model but at vastly greater scale.
• SelectQuote: SelectQuote is a senior-focused insurance distributor that sells Medicare, life, and individual health products through a multi-channel agent model, closely aligned with Trusted Advisors' Medicare Advantage and Supplement advisory business.
• eHealth: eHealth operates an online health insurance marketplace and brokerage for Medicare, ACA, and individual/family plans — comparable in carrier-agnostic distribution model, though delivered digitally rather than through local advisors.
• HealthMarkets: HealthMarkets is an independent insurance agency connecting individuals, families, and small businesses with health, Medicare, and supplemental plans across multiple carriers — directly analogous to Trusted Advisors' multi-carrier local-advisor model.
• HealthCare Planners: HealthCare Planners is a sister agency under the same YourMedPlan / SandStone Partners Health network as Trusted Advisors, offering the same Medicare, individual, and employer health insurance products — a near-clone within the parent platform.
• McBride Insurance Agency: McBride Insurance Agency is another YourMedPlan-network brand operating as an independent health insurance agency; directly comparable as a co-branded distribution arm within the same parent platform.

Emerging players

• Chapter (Chapter Advisory): Chapter is a Medicare-focused advisory platform offering personalized Medicare plan selection and year-round support; an emerging, digitally-enabled analog of Trusted Advisors' hands-on Medicare guidance model.
• Benefytt Technologies: Benefytt is a health insurance distribution and e-commerce platform that sells individual, family, and Medicare plans through digital channels — comparable as an emerging tech-enabled broker targeting the same individual and senior segments.

Broad incumbents

• Humana (CenterWell): Humana is the largest Medicare Advantage carrier and also operates its own agent distribution network; while a carrier rather than an independent agency, it competes for the same Medicare-eligible clients in Trusted Advisors' Spartanburg/Greenville footprint.
• UnitedHealthcare (Optum): UnitedHealthcare is the largest U.S. health insurer with dominant Medicare Advantage share and broad agency/broker relationships; serves as a counterparty for Trusted Advisors' carrier commissions and competes for the same end clients.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@yourmedplan
• Facebookfacebook.com/TrustedAdvisorsHealth
• LinkedInlinkedin.com/company/trusted-advisors-health-life-medicare
• Instagraminstagram.com/yourmedplan

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trusted Advisors