Savvi Financial LLC fees and pricing
Financial planner in Waltham, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 16, 2026, Savvi Financial LLC charges a flat or project fee of $1,500 and a quarterly fee of $1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“The fee for financial life planning run from as low as $1,500 up to $5,000 or greater, depending on the complexity of the Client’s financial situation.”
- Quarterly fee
- $1,250/qtr
“Typically, the quarterly fee will be $1250, though it may range from as low as $250 to $5,000 or more, depending on the plan’s complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Savvi Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients pay a first payment of $500 and will be billed the remainder upon delivery of the plan.”
- “Clients will pay a fixed quarterly fee in arrears.”
- “The fee is prorated for capital inflows and outflows during the billing period.”
How Savvi Financial LLC’s fees compare
- Its flat or project fee of $1,500 is below the Massachusetts median of $4,750. 9% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- None of the 3 other planners in Waltham that publish a flat or project fee charge less.
About Savvi Financial LLC
“Wealth Partners (“SWP”) was formed as a division of SAVVI Financial LLC in 2019 to offer fee-based personalized portfolio management and financial life planning services to Clients. Financial is also engaged in the business of providing financial planning advice through an on-line portal.”
- Firm size: 22 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 135
- Employees
- 22
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $44,700,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169196
- Phone
- (781) 583-7011
Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming
Other planners in Waltham that publish fees
- Atlantic Planning Group, LLCWaltham$500/hr, $1,000-$20,000
- Ballentine PartnersWaltham$10,000-$50,000/yr
- Lyon Financial Planning, LLCWaltham$550/hr, $12,000
- Mission Park Capital, LLCWaltham$250/hr, $6,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.