Fee-only adviser · Franklin, TN
Savvyfi
Savvyfi is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Franklin, Tennessee. On its latest Form ADV, filed March 31, 2026, it reports $1.9M in regulatory assets under management, 307 individual clients and 1 employee who gives 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 | 304337 · SEC file 801-116822 |
| Office | 231 Public Square Suite 300, PMB 6 Franklin, TN 37064 |
| Phone | (615) 241-0144 |
| Website | www.savvyfi.co |
| Regulatory assets under management | $1.9M |
| Individual clients | 307 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Fixed fee |
| Services | Portfolio management |
| Employees | 15 |
| 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Franklin
- Stewardwell LLC $442M
- Abound Wealth Management, LLC $1.9B
- Cypress Capital, LLC $426M
- Agp Franklin, LLC $247M
- Cap Partners, LLC $255M
- Efinancial Alliance, LLC $292M
See all 21 fee-only advisers in Franklin →
Nearby
- Brentwood 15 firms
- College Grove 1 firm
- Nashville 39 firms
- Murfreesboro 3 firms
- Mt. Juliet 1 firm
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