Frank Grant Remund
Investment adviser representative at Savvy
19 yearsExperience
1 stateRegistered 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
19 years in the industry.
- SavvyJul 2023 to now
- Savvy WealthJun 2023 to now
- H&r BlockDec 2011 to now
- Springwater Wealth Management, LLCJan 2017 to Jun 2023
- Remund Financial Planning LLCJan 2008 to Dec 2016
- Remund Financial, LLCOct 2007 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 5452950
- Firm CRD
- 318493