Smara Savoy
We Financial Group · East Windsor, New Jersey
Smara Savoy is a fee-only financial advisor at We Financial Group in East Windsor, New Jersey. We Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
- Tech employees
- Cross-border families
- Multi-generational families
Facts
| Firm | We Financial Group |
|---|---|
| Based in | East Windsor, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Languages | French |
| Assets under management | $127.4M across 648 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 8010759 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.wefinancialgroup.us |
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Questions about Smara
Is Smara Savoy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Smara holds no broker registration, and We Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Smara charge for financial advice?
Smara's firm, We Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
What languages does Smara work in?
Besides English, We Financial Group offers service in French, according to its website.
Where is Smara Savoy based?
Smara Savoy is based in East Windsor, New Jersey.
Is Smara Savoy registered with the SEC?
Yes. Smara Savoy is registered as an investment adviser representative in NJ (CRD 8010759), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does We Financial Group manage?
We Financial Group reports $127.4M across 648 accounts in assets under management.
How do I contact Smara Savoy?
Through Smara's website, www.wefinancialgroup.us.
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
- We Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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