Savi Finance
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Savi Finance is a newly organized, state-registered investment adviser that offers discretionary investment management, retirement planning, and financial planning services to individuals and high-net-worth individuals. In its initial filing the firm reports no assets under management and no clients.
The firm follows a passive, evidence‑based investment approach implemented primarily through exchange‑traded funds and model allocations tied to a client’s Investment Policy Statement, with limited, suitability‑based allocations to alternative investments and to digital assets only via registered exchange‑traded products. Rather than charging asset‑based AUM fees, Savi Finance bundles ongoing planning with portfolio management through a monthly subscription program and also offers standalone financial plans on a fixed‑fee basis and hourly planning engagements.
Several operational practices distinguish the firm from many peers: it uses a subscription and hourly pricing model instead of percentage‑of‑assets fees, recommends a single qualified custodian (Altruist Financial) and does not aggregate trades, and it does not take custody of client assets or vote client proxies. The firm also discloses that its sole owner has substantial outside employment and limits client intake to the capacity that can be served consistent with its fiduciary obligations.
Client services
Expertise
Demographic focus
Fee options
Financial plan fixed fee ranges from $3,000 to $10,000, depending on complexity.
N/A - N/A: N/A
$375 per hour, minimum 2 hours, maximum 40 hours per engagement.
Subscription fees for ongoing wealth management range from $250 to $1,000 per month, based on complexity tiers (Foundation $250/month, Core $500/month, Comprehensive $1,000/month).
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Also doing business as
Savi Finance · Savi Finance LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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