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CFP
GK
CFP

Gregory Kirwan

Savvy
19 Years of Experience
Nashville, TN
Sells Insurance
View SEC Summary
View SEC Summary

Gregory Kirwan is a CFP-designated registered investment advisor at Savvy, based in Nashville, TN, with 19 years of industry experience. Gregory 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

Nashville, TN

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gregory is a licensed insurance agent offering life insurance and annuities, dedicating a few hours per week. He also owns and operates GHK Transportation, spending a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Savvy
May 2025 - Present · 1 yr 5 mos
Previous Registrations
All That Matters Financial Services LLP
July 2023 - September 2025 · 2 yrs 2 mos
The Windmill Group, INC.
February 2021 - August 2023 · 2 yrs 6 mos
The Windmill Group, INC.Broker
January 2021 - August 2023 · 2 yrs 7 mos
Advice and Planning Services
September 2014 - November 2020 · 6 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2014 - November 2020 · 6 yrs 2 mos
Cco Investment Services CORP.
January 2014 - July 2014 · 6 mos
Cco Investment Services CORP.Broker
January 2014 - July 2014 · 6 mos
LPL Financial LLC
July 2012 - February 2014 · 1 yr 7 mos
LPL Financial LLCBroker
July 2012 - February 2014 · 1 yr 7 mos
Cco Investment Services CORP.
March 2009 - June 2012 · 3 yrs 3 mos
Cco Investment Services CORP.Broker
December 2008 - June 2012 · 3 yrs 6 mos
LPL Financial CorporationBroker
May 2008 - November 2008 · 6 mos
Ifmg Securities, INC.Broker
June 2006 - May 2008 · 1 yr 11 mos
State Registrations2 states
RITN
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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