S
Savvy Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
8
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$0
About
Savvy Wealth Management provides financial planning and educational seminars to individuals and high‑net‑worth individuals, advising on a range of investment types including mutual funds, ETFs, REITs, annuities, private placements, commodities and insurance products. The firm offers fixed‑fee or hourly financial plans and conducts both free and fee‑based workshops on topics such as Social Security strategies and alternative investments.
The adviser delivers one‑time financial plans upon completion and does not take custody of client assets, exercise investment discretion, or manage client portfolios on an ongoing basis. Instead of percentage‑of‑AUM fees, the firm charges fixed or hourly planning and seminar fees and may recommend strategies that include long‑term trading and short sales while disclosing the material risks involved.
Distinctive features disclosed in the brochure include that the firm’s principal is a licensed insurance agent and a real estate appraiser and may sell commissionable insurance products, and that the adviser engages in several other non‑advisory business activities; these relationships are disclosed as potential conflicts of interest. The firm reported no assets under management as of December 2021 and typically provides a single plan delivery rather than ongoing portfolio management or custodial services, which differentiates it from many peers.
Client services
Financial planning
Educational seminars or workshops
Expertise
Annuities
College savings (529s, UTMA, etc.)
Fee options
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.
Main office location
Savvy Wealth Management LLC
6538 Collins Ave, #350
Miami Beach FL 33141, United States
Number of offices
1
Most active in
Savvy Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")