Georgia Mourtzinou
Savvi Financial · Waltham, Massachusetts
Georgia Mourtzinou is a fee-only financial advisor at Savvi Financial in Waltham, Massachusetts. Savvi Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Savvi Financial |
|---|---|
| Based in | Waltham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $44.7M across 238 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4646984 |
| Exams passed | Series 63 (2004) · Series 65 (2011) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | slideshare.net/eruskaup |
How Georgia's firm compares
- Savvi Financial's average account is about $188,000, from its Form ADV (assets managed divided by 238 accounts).
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Questions about Georgia
Is Georgia Mourtzinou a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Georgia holds no broker registration, and Savvi Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Georgia charge for financial advice?
Georgia's firm, Savvi Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Georgia Mourtzinou based?
Georgia Mourtzinou is based in Waltham, Massachusetts.
Is Georgia Mourtzinou registered with the SEC?
Yes. Georgia Mourtzinou is registered as an investment adviser representative in MA (CRD 4646984), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Savvi Financial manage?
Savvi Financial reports $44.7M across 238 accounts in assets under management.
How do I contact Georgia Mourtzinou?
Through Georgia's website, slideshare.net/eruskaup.
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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