Advisors partner with Savvy as independent contractors on a 1099 basis. There are no upfront fees, platform subscriptions, or direct costs to join Savvy. We operate on a partnership model, so our success is directly aligned with yours. Our partnership is based on a transparent revenue-share model. In addition to the revenue share, all partner advisors receive equity in Savvy. We believe every advisor should be an owner and share in the company's long-term success.

Savvy partners with financial advisors by providing them with the full-service middle and back-office experience designed to help them run their business without managing overhead.. As part of Savvy, you will have access to our proprietary, technology-powered platform that powers your entire business. Additionally, you will have dedicated human support for both servicing your clients and growing your business, operations, client services, back-office, and marketing processes. All of this is provided to better allow advisors to focus on what they do best — advising clients.

Savvy provides a comprehensive support platform so you can run your practice without the headache of managing overhead. We handle the middle and back-office functions for you. Your partnership includes:

• Proprietary Technology: Full access to our integrated platform that powers your entire business.‍
• Dedicated Support Staff: A dedicated team for client servicing, investment operations, and marketing. This structure frees you up to focus on what you do best: advising clients.

Yes, absolutely. We provide dedicated support staff who act as an extension of your team. You'll be assigned specific team members for client servicing, investment operations, and marketing. This ensures you work with the same people who understand you and your practice, providing a consistent and familiar experience for both you and your clients.

No. You own your client relationships, period. We are your partner, not your owner. We earn your partnership by providing outstanding value and support—not by locking you into restrictive contracts. If you ever decide Savvy is no longer the right fit, you take your clients with you.

Yes, this is a common situation, and we're perfectly structured to support it. Our model allows you to operate as a true 1099 independent contractor, giving you greater autonomy and the significant tax advantages that come with it. At the same time, we provide access to enterprise-grade benefits, such as health insurance and retirement plans, through our platform partners. This gives you the best of both worlds: the support and benefits of a larger firm with the freedom and financial upside of being an independent business owner.

No, you have complete flexibility with your branding. We offer two options to fit your business goals:

• Maintain Your Own Brand: Operate under your own DBA ("Doing Business As"). We'll provide all the technology and back-office support seamlessly behind the scenes, with a "powered by Savvy" disclosure for compliance.
• Leverage the Savvy Brand: If you prefer not to build or maintain your own brand, you can operate as a Savvy advisor and benefit from our established name and marketing resources.

The choice is entirely yours.

Yes, absolutely. We specialize in helping advisors transition from captive models like wirehouses to true independence. Our platform is specifically designed to handle every aspect of the move, providing a full-service support system for:

• Technology & Operations: A fully integrated tech stack from day one.
• Compliance: Guided oversight to ensure a smooth and compliant transition.
• Marketing: Support to re-establish your brand and communicate the move to your clients.

We manage the complexities of breaking away so you can focus on what matters most—serving your clients without interruption.

Great question – we have a full breakdown for how we save our advisors up to 19 hours a week here.