Firm
Savior Wealth
Wellesley, Massachusetts
Fee-only
Savior Wealth at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 3 employees and 147 individual clients, 17 of them high net worth.
- Its average account is about $463,000 (assets it manages divided by its 303 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Wellesley, Massachusetts |
|---|---|
| Website | saviorwealth.com |
| Phone | (888) 972-8467 |
Savior Wealth fees
Savior Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Performance-based fees |
|---|---|
| Assets managed | $140 million |
| Individual clients | 130 |
| High-net-worth clients | 17 |
| Accounts managed | 303 |
| Employees | 3 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-114564) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 299178 |