A complete list of active advisors currently associated with Savvy Wealth Management LLC

Warmer can help you find a great advisor at Savvy Wealth Management LLC or one who fits your needs even better.

Savvy Wealth Management provides financial planning and educational seminars to individuals and high‑net‑worth individuals, advising on a range of investment types including mutual funds, ETFs, REITs, annuities, private placements, commodities and insurance products. The firm offers fixed‑fee or hourly financial plans and conducts both free and fee‑based workshops on topics such as Social Security strategies and alternative investments. The adviser delivers one‑time financial plans upon completion and does not take custody of client assets, exercise investment discretion, or manage client portfolios on an ongoing basis. Instead of percentage‑of‑AUM fees, the firm charges fixed or hourly planning and seminar fees and may recommend strategies that include long‑term trading and short sales while disclosing the material risks involved. Distinctive features disclosed in the brochure include that the firm’s principal is a licensed insurance agent and a real estate appraiser and may sell commissionable insurance products, and that the adviser engages in several other non‑advisory business activities; these relationships are disclosed as potential conflicts of interest. The firm reported no assets under management as of December 2021 and typically provides a single plan delivery rather than ongoing portfolio management or custodial services, which differentiates it from many peers.

To learn more about the advisors currently working at Savvy Wealth Management LLC, 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
Todd Howland	Miami Beach, FL	20

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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.

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