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Andrew George

Savvy
10 Years of Experience
Starkville, MS
1 Disclosure
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Andrew George is a registered investment advisor at Savvy, based in Starkville, MS, with 10 years of industry experience. Andrew 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.

Savvy
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
4,613 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.90%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Starkville, MS

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2015
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Savvy
August 2026 - Present · 2 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - February 2019 · 5 yrs 1 mo
Cetera Investment Services LLCBroker
March 2013 - February 2019 · 5 yrs 11 mos
Cetera Investment Services LLC
March 2013 - January 2014 · 10 mos
Allstate Financial Services, LLCBroker
October 2011 - March 2013 · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
February 2011 - June 2011 · 4 mos
Raymond James Financial Services Advisors, INC
January 2009 - June 2011 · 2 yrs 5 mos
Raymond James Financial Services
November 2008 - January 2009 · 2 mos
Raymond James Financial Services, INC.Broker
October 2008 - January 2011 · 2 yrs 3 mos
MML Investors Services, INC.Broker
March 2003 - November 2003 · 8 mos
State Registrations2 states
MSTX
Advisor

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
No exam information available for this advisor.
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