Todd Ingwersen
Savior Wealth · Wellesley, Massachusetts
Todd Ingwersen is a fee-only financial advisor at Savior Wealth in Wellesley, Massachusetts, who holds the CFP credential. Savior Wealth reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Savior Wealth |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $140.2M across 303 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2804743 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.saviorwealth.com |
| Profile |
How Todd's firm compares
- Savior Wealth's average account is about $463,000, from its Form ADV (assets managed divided by 303 accounts).
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Questions about Todd
Is Todd Ingwersen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Savior Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Savior Wealth, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Todd Ingwersen based?
Todd Ingwersen is based in Wellesley, Massachusetts.
What credentials does Todd Ingwersen hold?
Todd Ingwersen holds the CFP credential.
Is Todd Ingwersen registered with the SEC?
Yes. Todd Ingwersen is registered as an investment adviser representative in MA (CRD 2804743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Savior Wealth manage?
Savior Wealth reports $140.2M across 303 accounts in assets under management.
How do I contact Todd Ingwersen?
Through Todd's website, www.saviorwealth.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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