# Savvi Financial LLC

> Savvi Financial LLC is an SEC-registered investment advisory firm in Waltham, MA, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 169196
- Filed as: SAVVI FINANCIAL LLC
- Also doing business as: SAVVI WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Waltham, MA
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169196
- AdvisorCensus page: https://advisorcensus.com/firm/savvi-financial-llc-waltham-ma-169196

## Quick answers

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

**How much does Savvi Financial LLC charge?**
Its Form ADV Part 2A brochure dated February 16, 2026 states: Subscription: $5 a month (Basic version of the SAVVI Financial service); Subscription: $9 a month (Premium version of the SAVVI Financial service); Subscription: $29 a month (Personal version of the SAVVI Financial service); Subscription: $6 to $8 a month (SAVVI Financial benefit charged to the employee); Subscription: $2 to $5 a month (SAVVI Financial benefit paid by the employer or TPA, per employee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Savvi Financial LLC located?**
Savvi Financial LLC's principal office is in Waltham, MA, according to its Form ADV.

**Is Savvi Financial LLC registered with the SEC or a state?**
Savvi Financial LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 169196.

**How much does Savvi Financial LLC manage?**
Savvi Financial LLC reports $44,700,000 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**How have Savvi Financial LLC's assets and staff changed since 2021?**
In the Form ADV data for Savvi Financial LLC: Regulatory assets under management: $22,852,000 in the October 2021 data and $44,700,000 in the October 2026 data, up 96%. Total employees: 8 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Savvi Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (123); high net worth individuals (12); charitable organizations (1).

**Which custodians does Savvi Financial LLC use?**
Savvi Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Savvi Financial LLC 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/169196

**Does Savvi Financial LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 16, 2026 says: "There is no minimum or maximum net worth for the Advisor’s services."

**What changed in Savvi Financial LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $35,947,000 to $44,700,000 (+24%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 16, 2026)

- Account minimum: None

> There is no minimum or maximum net worth for the Advisor’s services.

- Subscription: $5 a month (Basic version of the SAVVI Financial service)

> Basic: for $5/month, the client has access to a version of the SAVVI Financial service which will support up to two investment goals.

- Subscription: $9 a month (Premium version of the SAVVI Financial service)

> Premium: for $9/month, the client can input as many as six investment goals. The Premium version also provides users with asset allocation advice.

- Subscription: $29 a month (Personal version of the SAVVI Financial service)

> Personal: for $29/month, the user receives, in addition to the features of the Premium version, support from a personal financial coach.

- Subscription: $6 to $8 a month (SAVVI Financial benefit charged to the employee)

> If charged to the employee, the fee will range from $6.00 to $8.00 per month.

- Subscription: $2 to $5 a month (SAVVI Financial benefit paid by the employer or TPA, per employee)

> If paid by the employer or the TPA, the fee will typically be charged based on the total number of employees, at the rate of $2.00 to $5.00 per employee per month.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $44,700,000
- Discretionary: $44,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 123 | $22,676,000 |
| High net worth individuals | 12 | $22,000,000 |
| Charitable organizations | 1 | $24,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (12 years)
- Employees: 22 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- savvifi.com
- savviwp.com
- slideshare.net/ERUSKAUP
- vimeo.com/USER72820897
- Facebook @SAVVI-Wealth-Partners-109409291379019
- Facebook @SAVVIFINANCIAL
- Instagram @SAVVIFINANCIAL
- LinkedIn @SAVVI-FINANCIAL
- LinkedIn @SAVVI-WEALTH-PARTNERS
- X @RETIRESAVVI
- X @SAVVIFINANCIAL
- X @SavviWealth
- YouTube @UCCG5Rb3FYSp63zVM8Tadetw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $22,852,000 | 8 | July 2, 2021 |
| October 2022 | $27,421,000 | 15 | February 17, 2022 |
| October 2023 | $28,406,000 | 17 | February 27, 2023 |
| October 2024 | $31,022,000 | 17 | January 18, 2024 |
| October 2025 | $35,947,000 | 18 | January 16, 2025 |
| October 2026 | $44,700,000 | 22 | February 16, 2026 |

Regulatory assets under management: $22,852,000 in the October 2021 data and $44,700,000 in the October 2026 data, up 96%.
Total employees: 8 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $35,947,000 to $44,700,000 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Savvi Financial LLC (CRD 169196): Form ADV filing data as of October 2026.