# Nia Saville

> Nia Saville is a fee-only financial advisor at Gen Y Planning in Austin, Texas, who holds the CFP credential. Nia charges a percentage of assets (1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/nia-saville/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Gen Y Planning
- **Based in:** Austin, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $53.7M across 291 accounts
- **Credentials:** CFP
- **Works with:** Early-career professionals, Mid-life transitions
- **CRD:** 7244861 (https://adviserinfo.sec.gov/individual/summary/7244861)
- **SEC registration:** Investment adviser representative in CA, FL, IL, MA, MN, NJ, NY, PA, TX, WA
- **Exams passed:** Series 66 (2020)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.genyplanning.com

## Frequently asked questions

### Is Nia Saville a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nia holds no broker registration, and Gen Y Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nia charge for financial advice?

Nia charges a percentage of assets.

### How much does Nia charge?

According to Gen Y Planning's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Does Nia work with clients virtually?

Yes. Gen Y Planning says on its website that it works with clients remotely.

### Where is Nia Saville based?

Nia Saville is based in Austin, Texas.

### What credentials does Nia Saville hold?

Nia Saville holds the CFP credential.

### Is Nia Saville registered with the SEC?

Yes. Nia Saville is registered as an investment adviser representative in CA, FL, IL, MA, MN, NJ, NY, PA, TX and WA (CRD 7244861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gen Y Planning manage?

Gen Y Planning reports $53.7M across 291 accounts in assets under management.

### How do I contact Nia Saville?

Through Nia's website, www.genyplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7244861): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://genyplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.