Matthew
Savela
The Welch Group, LLC
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About this Advisor
Matthew Savela is a certified financial planner working out of Birmingham, Alabama who has 5 years of industry experience. Savela currently works for The Welch Group, LLC. Over the course of their career, Savela has held roles at The Welch Group, LLC, Dent Moses, Llp and Auburn University. Savela holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Alabama and Texas. The Welch Group, LLC is a registered investment company that has its headquarters in Birmingham, AL. It administers $3 billion in total assets among its 3,519 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 17 charities and foundations. Of its 3,519 accounts, 43% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors are based on the type of financial services offered. However, fee types charged by The Welch Group, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Welch Group, LLC Brokerage Details
$2,522,233,225
25
3,519
$716,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Matthew Savela Work History
Matthew has been registered as a financial advisor for 5 years.*
The Welch Group, LLC
Dent Moses, Llp
Dent Moses, Llp
Auburn University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Savela to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Welch Group, LLC
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
