Frank Grant Remund
Investment Adviser Representative at Savvy
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Frank Grant Remund is an investment adviser representative with Savvy in Garden City, ID, where they have been registered since 2023. They have worked in the securities industry since 2008 and have been registered with 3 firms, including Springwater Wealth Management, LLC and Remund Financial Planning. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Idaho.
Registrations & licenses
- Investment adviser:
- Idaho
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Remund Financial, LLCOct 2007 – Jan 2017Beaverton, OR
- H&r BlockDec 2011 – no end date reportedBeaverton, OR
- Remund Financial Planning LLCJan 2008 – Dec 2016Beaverton, OR
- Springwater Wealth Management, LLCJan 2017 – Jun 2023Portland, OR
- Savvy WealthJun 2023 – no end date reportedNew York, NY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Savvy
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized financial planning, personalized investment management, and a digital dashboard for tracking investments, net worth, and progress toward financial goals, delivered by dedicated financial advisors backed by technology
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 159
- Offices listed on AdvisorFinder:
- 3
- Main office:
- New York, NY
- SEC file number:
- 801-123656
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Savvy
Showing 12 of 159 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Frank Grant Remund has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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