Kurt Tyler Fetter
Investment adviser representative at Savvy
11 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
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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
11 years in the industry.
- SavvyJun 2026 to now
- Four Points Capital PartnersJul 2019 to now
- Zenith CapitalJul 2019 to now
- Four Points Insurance Agency LLCJul 2019 to Jun 2026
- Mha Financial CorpJul 2019 to Jun 2026
- Bank of America, N.A.Feb 2016 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2015 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5459605
- Firm CRD
- 318493