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Vetted Advisor's Table

Frank Remund, CFP®, EA
Savvy Advisors Inc

Tel: 503-386-4982
*14050 N Rainy Pl
Boise, ID 83714
Savvy Advisors Inc | Financial Advisor in Boise ,ID

About Frank Remund

As a CERTIFIED FINANCIAL PLANNER professional and an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service, Frank provides tax guidance to clients as part of his advisory relationship. Frank Remund grew up in southwest Washington as the youngest of three children in a highly competitive family. From a young age, he learned that knowledge, planning, and hard work are the keys to success, and that listening is crucial.



Frank's interest in investing was kindled as a child when he was gifted a few shares of stock. This initial curiosity has since matured into a lifelong passion. After graduating from high school, Frank was accepted into the University of Washington. There, he pursued his Bachelor of Science degree in Economics while also competing on the Huskies track and field team as a high jumper and serving as the team captain. The fundamental lessons that Frank learned during his upbringing have been instrumental throughout his professional journey. They have enabled him to establish strong, personal relationships with his clients, understand their priorities, and develop personalized financial plans that secure their financial success.



Frank is a member of several professional organizations, including the Garrett Planning Network. He has also had the privilege of teaching the rigorous Retirement Income tax course for H&R Block tax professionals, as well as courses on Employee Stock Plan Compensation, Restricted Stock Units, Employee Stock Purchase Plans, and Non-Qualified Options.



Frank now joins Savvy Advisors, bringing his wealth of experience and passion for financial planning. He resides in Boise, Idaho, with his wife Abby and their four very active school-age boys. In his spare time, he enjoys volunteering as a coach for their baseball, soccer, and basketball teams. Frank's life is enriched by family, church, and work.


About Savvy Advisors Inc

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.

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:   1923
States Licensed in:   CS,ID,OR,WA
Number of Years with Current Firm:   1
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Services

Investment Types:   Insurance, Annuities, Stocks, Bonds, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Mutual Funds
Can meet clients in the following ways:   Email, Your Office, Phone, Video Conference

Firm Information

Assets Managed by Advisor:   $200 Million

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   1,000,000
Compensation Methods:   Flat Fee, Based on Assets, Hourly
Minimum Fee Charged for Managed Accounts:   .3%
Minimum Fee Charged for Hourly Planning Accounts:   $300/hr

Education

Bachelor of Science  - Economics   University of Washington  - Seattle
09/19/1997-06/07/2002

Disclosures

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

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1891729/wiseradvisor-savvy-advisors-inc-detailed-disclosure.html

Compliance

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


Communities Served

Oregon, Washington, Idaho, California, Utah
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