Brett Justin Tushingham
Investment adviser representative at Savvy
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- SavvySep 2026 to now
- FartherJul 2024 to Sep 2026
- Tushingham Wealth Strategies, LLCMay 2014 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3018586
- Firm CRD
- 318493