Advisor at Savvy Wealth Management LLC
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Firm
Savvy Wealth Management LLC
Location
Miami Beach, FL 33141
Credentials
Series 66
Industry experience
19 years
Todd Howland is a financial advisor at Savvy Wealth Management LLC in Miami Beach, FL, with 19 years of industry experience. He holds a Series 66 designation and previously worked at SCF Securities Inc for five years. Outside of advisory work, he is involved with Savvy Bar Inc, a speakeasy, where he contributes approximately 10 hours per month. Savvy Wealth Management provides financial planning services to individual and high-net-worth clients, covering investment, insurance, tax, retirement, college, and credit planning. The firm offers one-time financial plans without ongoing portfolio management, utilizing fundamental analysis, modern portfolio theory, and technical analysis in its approach.
Based on Savvy Wealth Management LLC
Fixed fees for financial planning negotiated between $1,000 and $20,000; fixed fees for seminars/workshops negotiated between $2,000 and $20,000.
Hourly financial planning fees negotiated between $150 and $300 per hour.
Fee-only: Financial planning hourly fees between $150 and $300; fixed fees between $1,000 and $20,000; seminar/workshop fixed fees between $2,000 and $20,000.
6538 Collins Ave, #350
Miami Beach, FL 33141
Florida
Savvy Wealth Management
2021 - Present (5 years)
SCF Securities Inc
2016 - 2021 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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CFP®, ChFC®, Series 63, Series 65
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Series 65
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CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
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Series 65
Key Biscayne, FL
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Series 65
Hollywood, FL
Acosta Capital Advisors
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