About Savant Wealth Management
About Savant Wealth Management
As an independent SEC-registered investment adviser, Savant provides advisory services in a fiduciary capacity. Our advice is not tied to brokerage commissions or product sales. . We integrate planning, investment, and tax disciplines to help clients pursue their financial goals and align their assets with their long-term vision.
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General Information
Firm Start Year
1986
No. of Employees
500-999
Firm CRD#
107271
States Licensed in
All states
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, 401K Rollovers, Wealth Management, Tax Advice and Services, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Firm's Number of Clients
23,347
Assets Managed by Firm
$50B+
Compensation and Fees
Fee Structure
Fee-Based
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892964/financialplanners-Savant-Wealth-Management-detailed-disclosure.html