# Savlan Wealth Partners

> Savlan Wealth Partners is an SEC-registered investment advisory firm in New City, NY, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 343698
- Filed as: SAVLAN WEALTH PARTNERS
- Legal name: Savlan Wealth Partners LLC
- Also doing business as: KEMPLE FINANCIAL, LIEBLICH FINANCIAL SERVICES
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: New City, NY
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343698
- AdvisorCensus page: https://advisorcensus.com/firm/savlan-wealth-partners-new-city-ny-343698

## Quick answers

**How is Savlan Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Savlan Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Savlan Wealth Partners charge?**
Its Form ADV Part 2A brochure dated July 24, 2026 states: Flat fee: up to $25,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Savlan Wealth Partners located?**
Savlan Wealth Partners' principal office is in New City, NY, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Savlan Wealth Partners registered with the SEC or a state?**
Savlan Wealth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343698.

**How much does Savlan Wealth Partners manage?**
Savlan Wealth Partners reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026.

**Does Savlan Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343698

**Does Savlan Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated July 24, 2026 says: "Savlan Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Savlan Wealth Partners' recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 24, 2026)

- Account minimum: None

> Savlan Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account.

- Flat fee: up to $25,000 (financial planning services)

> Clients that are receiving financial planning services only and investment management services clients subject to a financial planning services fee are charged a fixed fee ranging up to $25,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 11 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Brooklyn, NY
- East Longmeadow, MA

### Websites listed on Form ADV (Item 1.I)
- kemplefinancial.com
- lfswealth.com
- savlanwealth.com
- Facebook @kemplefinancial
- Facebook facebook.com
- Instagram @lieblich_financial_services
- LinkedIn @kemplefinancial
- LinkedIn @lieblich-financial-services

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Savlan Wealth Partners (CRD 343698): Form ADV filing data as of October 2026.