Savannah Wealth Group
7393 Hodgson Memorial Dr # 201
Savannah, GA 31406
9129121113
About Savannah Wealth Group
Advisors don't exist to help you beat the market. Our role is to support people who have complexity, are inexperienced, see things differently than their partner, or want backup in emotionally charged decisions.
See Disclosures
General Information
Firm Start Year
Firm CRD#
8032
Name of Broker/Dealer
COMMONWEALTH FINANCIAL NETWORK
States Licensed in
GA
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 66, Series 7
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100K+
Compensation Methods
Based on Assets
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032
Additional Detailed Disclosures
https://content.commonwealth.com/media/Smith_Bryan_WiserAdvisor_Promoter_Disclosure.pdf
Disclaimer
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. The Commonwealth Advisor(s) associated with this profile may discuss and/or transact business only with residents of states in which they are registered. You may review a list of Advisor's registrations and other information by visiting BrokerCheck.