Anil Potharaju
Savevest · Tucson, Arizona
Anil Potharaju is a fee-only financial advisor at Savevest in Tucson, Arizona. Savevest reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Savevest |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $15.3M across 34 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6461336 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.savevest.com |
| Profile |
How Anil's firm compares
- Savevest's average account is about $450,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Anil
Is Anil Potharaju a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anil holds no broker registration, and Savevest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anil charge for financial advice?
Anil's firm, Savevest, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Anil Potharaju based?
Anil Potharaju is based in Tucson, Arizona.
Is Anil Potharaju registered with the SEC?
Yes. Anil Potharaju is registered as an investment adviser representative in AZ and TX (CRD 6461336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Savevest manage?
Savevest reports $15.3M across 34 accounts in assets under management.
How do I contact Anil Potharaju?
Through Anil's website, www.savevest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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