Savior Wealth

Savior Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Wellesley, Massachusetts. On its latest Form ADV, filed March 31, 2026, it reports $140M in regulatory assets under management, 147 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	299178 · SEC file 801-114564
Office	40 Washington Street Suite 210 Wellesley, MA 02481
Phone	(888) 972-8467
Website	www.saviorwealth.com
Regulatory assets under management	$140M ($35M discretionary)
Individual clients	130 non-high-net-worth, 17 high-net-worth
Financial planning clients	251-500
How it charges	Percentage of assets
Services	Financial planning, Portfolio management, Pension consulting
Employees	3
Disciplinary disclosures	None reported
Latest Form ADV filing	March 31, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Wellesley

• Washington Trust Advisors $2.4B
• New England Private Wealth Advisors, LLC $5.1B
• Strategic Planning Group, Inc. $219M
• Fairfield Financial Advisors $333M
• Kastel Capital Advisors, LLC $193M
• Empirical Asset Management, LLC $560M

See all 12 fee-only advisers in Wellesley →

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