A complete list of active advisors currently associated with Savi Finance

Warmer can help you find a great advisor at Savi Finance or one who fits your needs even better.

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.

To learn more about the advisors currently working at Savi Finance, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Byron Spain	San Francisco, CA	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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