Craig Austad is a CFP-designated registered investment advisor at Savvy, based in Denver, CO, with 30 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
4600 S. Syracuse St., 9th Floor, Denver, CO, 80237
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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 ActivitiesSells Insurance
Craig uses Flourish Financial Partners as a DBA for marketing investment and financial planning services and is the Managing Member of Flourish FP, LLC for payroll and accounting. Craig also holds an insurance license and anticipates spending a small portion of his time (less than 10%) selling limited insurance products.
Employment History
Current Registrations
Savvy
Previous Registrations
Denver Pwm, LLC
First Financial Equity CorporationBroker
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Hartford Equity Sales Company INC.Broker
Waddell & Reed, INC.Broker
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.
Exams
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