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Rockford, IL 61107
312-526-3680
Wise Council
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
Services
Investment Types
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Phone, Video Conference, Our Offices
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
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Additional Detailed Disclosures
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