Savant Wealth Management

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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

Registered Representative

Acknowledged fiduciary

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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Click Here to view Form CRS

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892964/paladinregistry-Savant-Wealth-Management-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

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