Savvyfi

Savvy Financial, Inc. is a multi-state investment adviser registered with the SEC, founded in August 2018 and headquartered in Franklin, Tennessee. The firm specializes in providing advisory services for 529 Education Savings Plans, focusing on college cost savings and qualified education expenses. Clients can set up 529 accounts, receive projections of future savings, and access a gift contribution feature and cashback rewards. Savvy Financial offers a simplified enrollment process by selecting the Record Keeper and using an Enrollment Date Option as the default investment option for all clients. The firm does not accept performance-based fees and acts as a fiduciary to its clients. Clients are charged a monthly fee of up to $6 per account, separate from the Record Keeper and Custodian fees. Savvy Financial has discretionary authority over client accounts and reviews accounts daily through its online software. The firm's owners, Jeffrey Hull and Stephen Cretin Jr., have no disciplinary events to report and are compensated based on the profitability of the firm. Additional team members, Susan Mason and Jodi Jahic, are also involved in fund management activities. Savvy Financial does not have custody of client funds and does not accept prepayment of fees. The firm has no disciplinary events to report and acts in the best interests of its clients.