Savant Wealth Management

190 Buckley Drive

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, Retirement Planning, 401K Rollovers, Wealth Management, Tax Advice and Services

Services

Investment Types

Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Email, Video Conference, Our Offices, Our Office, Phone

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

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-Only

Compensation Methods

Based on Assets

Disclosures

https://savantwealth.com/important-disclosures/

Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893279/retirementplanning-Savant-Wealth-Management-detailed-disclosure.html

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