Michael Most

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About Michael Most

Michael Most has dedicated the last 27 years to the ever-evolving landscape of the financial services industry. His professional journey commenced at American Express Financial Advisors, where he seamlessly transitioned from the role of Training Manager to District Manager, ultimately finding his niche as a Private Wealth Advisor. In 2012, he embraced a new chapter at LPL Financial, continuing his impactful work as a Private Wealth Advisor. Beyond the numbers and charts, Michael is a devoted reader and perpetual learner, always seeking opportunities to expand his knowledge. Nature holds a special allure for him, and he finds solace in its beauty. When not immersed in the financial world, you're likely to find Michael on the tennis or pickleball court, where he thrives on the thrill of competition and the camaraderie it fosters. Michael's journey of growth and fulfillment is driven by a genuine desire to make a positive impact on those around him.

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General Information

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CRD#

2565512

Firm CRD#

318493

States Licensed in

All States

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

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 www.savvywealth.com to learn more.

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Education Funding and Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee, Based on Assets

Fee % Based on Assets

Negotiable

Additional Details on Charges

https://adviserinfo.sec.gov/firm/summary/318493

Minimum Fee Charged for Managed Accounts

$2,000

Disclosures

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892484/paladinregistry-Savvy-Advisors,-Inc-detailed-disclosure.html

Disclaimer

1) Investors listed above are some of the investors in Savvy Wealth Inc. These investors were selected as examples of organizations and individuals that might be recognizable due to their names and is not a complete list of all investors, and not intended to represent a controlling interest in Savvy Wealth Inc. or an endorsement of Savvy Advisors Inc. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. Savvy Advisors Inc does business under the name Savvy Wealth. This website includes information about Savvy Wealth the investment advisor and Savvy Wealth Inc parent company to the investment advisor. Savvy Advisors, Inc. ("Savvy Advisors") is an investment adviser located in New York, NY. Savvy Advisors is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Savvy Advisors' website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of/the Website on the Internet should not be construed by any client and/or prospective client as/Savvy Advisors' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by/Savvy Advisors with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 2) Neither Savvy Wealth Inc. nor Savvy Advisors compensates, directly or indirectly, for endorsements provided herein.

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Paladin Research Report For:

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