Firm Start Year

1924

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Long Term Care, Life, Annuity, Disability

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Fee % Based on Assets

Negotiable

Hourly Rate

$250

Additional Details on Charges

https://adviserinfo.sec.gov/firm/summary/318493

Minimum Fee Charged for Managed Accounts

$2,000

Minimum Fee Charged for Hourly Planning Accounts

$250

Bachelors of Business Administration - Finance and Marketing

Wisconsin Lutheran College
09/01/1996 -05/27/2000

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Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892485/rothira-Savvy-Advisors,-Inc-detailed-disclosure.html

1) Investors listed above are some of the investors in Savvy Wealth Inc. These investors were selected as examples of organizations and individuals that might be recognizable due to their names and is not a complete list of all investors, and not intended to represent a controlling interest in Savvy Wealth Inc. or an endorsement of Savvy Advisors Inc. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. Savvy Advisors Inc does business under the name Savvy Wealth. This website includes information about Savvy Wealth the investment advisor and Savvy Wealth Inc parent company to the investment advisor. Savvy Advisors, Inc. ("Savvy Advisors") is an investment adviser located in New York, NY. Savvy Advisors is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Savvy Advisors' website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of/the Website on the Internet should not be construed by any client and/or prospective client as/Savvy Advisors' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by/Savvy Advisors with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 2) Neither Savvy Wealth Inc. nor Savvy Advisors compensates, directly or indirectly, for endorsements provided herein.