Todd Howland is a registered investment advisor at Savvy Wealth Management LLC, based in Miami Beach, FL, with 19 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 8 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plans: The fee is negotiated and ranges from $1,000 to $20,000.
- Seminars/Workshops: The fee is negotiated and ranges from $2,000 to $20,000, based on per person attendance, length of duration, and cost of resources required.
- Hourly Consulting: The hourly fee is negotiated and ranges from $150 to $300.
Location
6538 Collins Ave, #350, Miami Beach, FL, 33141
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Todd does business as Savvy Wealth Management for fixed investments and owns Savvy Bar Inc., a speakeasy, spending a few hours per week on the bar. He also performs bookkeeping and tax preparation services, and is an investor in OIGETIT, a news filtering tech company.
Employment History
Current Registrations
Savvy Wealth Management LLC
Previous Registrations
Savvy Wealth Management
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northeast Planning Associates, INC.
Mutual Service CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.