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.
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).
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 |
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
Oregon, Washington, Idaho, California, Utah |