CH
CFP
CH
CFP

Carter Hench

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
1,207 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Savvy Advisors charges a percentage of the total assets they manage for you. These fees are negotiable and typically range from 0.3% to 1.9% per year, depending on the size and complexity of your account. Fees can be billed either quarterly or monthly, in arrears or in advance. In some cases, fees will be based on a percentage of your net worth, typically ranging between 0.1% and 0.4%. Savvy generally requires a $500,000 minimum account size, but this is negotiable.

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Location

1345 S. Broadway, Denver, CO, 80210

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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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Employment History
Current Registrations
Savvy
November 2025 - Present · 4 mos
Colorado Wealth Group LLC
August 2021 - Present · 4 yrs 7 mos
Previous Registrations
The O.N. Equity Sales CompanyBroker
September 2020 - August 2021 · 11 mos
State Registrations2 states
COKY
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.