Apollon Wealth Management
45yrs
Top advisor by experience in Mount Pleasant
14yrs
Patrick Traverse
Financial advisor at Savvy
Based in Mount Pleasant, South Carolina, Patrick Traverse is a fiduciary financial advisor with 14 years of industry experience. Patrick joined Savvy in 2026, after nine years at Belpointe Asset Management and two years at Money Concepts Advisory Service. Patrick holds the CFP® designation.
One of 523 advisors with offices in Mount Pleasant, and one of 492 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 53% of advisors at Savvy
OfficeMount Pleasant, SC
FirmSavvy
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.06 million
Advisors at the firm188
States licensed ?1 state
Services through Savvy
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowSavvyCurrent firm
- 2017 – 2026Belpointe Asset Management LLCPreviously
- 2015 – 2017Money Concepts Capital CorpPreviously
- Jul 2013 – Jan 2015Index Strategy Advisors Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Savvy at 833-745-6789 and ask for Patrick Traverse. Patrick works from the Mount Pleasant, SC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2012, about 14 years. More experience than 53% of advisors at Savvy.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Savvy reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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