Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
General Information |
Firm Start Year: | 1986 | |
Name of Custodial Firm: | Schwab, TD Ameritrade, Fidelity |
Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
Advisory Services Provided: | Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services |
Services |
Investment Types: | Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
Can meet clients in the following ways: | Our Office, Video Conference, Phone, Email, Our Offices |
Firm Information |
Firm's Number of Clients: | 10,000+ |
Assets Managed by Firm: | $19.4 Billion |
Compensation and Fees |
Fee Structure: | Fee-Only |
Compensation Methods: | Based on Assets |
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf https://savantwealth.com/disclosure-brochures/ |
Additional Detailed Disclosures |
Registered Investment Advisor:
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