Dan + Perrino - Financial Advisor in Bellingham, WA

Paladin Research Report For:

Dan Perrino

Savvy Advisors Inc

1313 E Maple St
Suite 209
Bellingham, WA 98229

About Dan Perrino

Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit to learn more.

Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy Wealth).

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General Information

Firm Start Year
  • 2021
No. of Employees
  • 20-49
  • 11116
Firm CRD#
  • 1123
States Licensed in
  • WA
Years of Experience in Financial Services
  • 9
Number of Years with Current Firm
  • 1
Work Experience
  • Dan is originally from the Chicagoland area and earned his Bachelor's Degree from Fordham University in Bronx, NY. Following graduation, Dan moved back to Chicago and joined Eze Software Group, a FinTech company that delivers execution and order management software to institutional trade desks. At Eze, Dan worked closely with Product Managers, Software Engineers, Head Traders, Portfolio Managers, and Compliance officers to design and implement trade execution order flows. After four years working with Eze, Dan moved to Bellingham, WA with his now wife, Jess and joined a local Merrill Lynch office where he obtained his Series 7, Series 66, and Insurance Producers licenses and practiced as a Financial Advisor. In 2019, Dan transitioned to LPL Financial & Clarity Capital Management where he continued to practice as a Financial Advisor in Bellingham, WA until joining the Savvy Wealth Management Team in August, 2022. Dan aims to help clients achieve their financial goals by delivering highly customized investment strategies & financial plans.
Work with the following types of clients
  • Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning


Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 7, Series 66
Insurance and Annuity Licenses
  • Life, Variable Life, Variable Annuity

Firm Information

Advisor's Number of Clients
  • 75
Advisor's Number of Managed Clients
  • 75

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets
Fee % Based on Assets
  • 1%/yr
Additional Details on Charges
  • .
Minimum Fee Charged for Managed Accounts
  • .7%/yr


Bachelor's in Business Administration - Finance, Information Systems
  • Fordham University
    07/06/2010 - 05/17/2014

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures