Jeffrey Hull is a registered investment advisor at Savvyfi, based in Franklin, TN, with 6 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning. Their firm serves 239 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savvy Financial offers services related to 529 plans.
For clients who sign up through their employer, SavvyFi is compensated by the employer based on a contract. For direct (individual) accounts, SavvyFi charges a monthly fee of up to $6 per account.
These fees are separate from the fees charged by the 529 plan's record keeper and custodian, which range from 0.14% to 0.16% annually.
Location
231 Public Square, Suite 300, Pmb 6, Franklin, TN, 37064
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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.
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Jeffrey is the 100% owner of single-family residences leased to families since 2011. He spends minimal time on general oversight of property managers.
Employment History
Current Registrations
Savvyfi
State Registrations1 state
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