VETTED

Savant Wealth Management

Q: How much risk should I be willing to take?

This depends on many factors such as the comfort level of the investor and what is required to achieve their goals. At Savant we utilize a robust discovery process to develop a plan and a risk assessment that makes sense for the individuals.

Q: What is your approach to financial planning?

While many advisors manage money, we believe this is only a small piece of the equation. That's why our clients have access to a team that includes an advisor, investment researchers, attorneys, and tax accountants. Because Savant's team includes an in-house private trust department and seasoned taxation, accounting, and estate planning specialists, we help seamlessly coordinate these complexities all in one place. In essence, Savant's comprehensive wealth management services become your financial concierge.

Q: What are your fees for this service?

Our fees are based on a percentage of the assets managed.

Tel: 319-339-4884 2225 Mormom Trek Boulevard Suite 200 Iowa City, IA 52246

Wise Counsel

About Savant Wealth Management

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.

See Disclosures

General Information

Firm CRD#:

107271

Name of Custodial Firm:

Schwab, TD Ameritrade, Fidelity

Years of Experience in Financial Services:

Work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided:

Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Advice & Consulting

Compliance

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

Services

Investment Types:

Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

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

Compensation and Fees

Fee Structure:

Fee-Only

Compensation Methods:

Based on Assets

Firm Information

Firm's Number of Clients:

10,000+

Assets Managed by Firm:

$19.4 Billion

Preferred meeting methods

I provide a free initial consultation:

Yes

Do you have a customer satisfaction or refund policy?

Do you offer any guaranteed results?

How much risk should I be willing to take?

What is your approach to financial planning?

What are your fees for this service?

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

https://www.wiseradvisor.com/disclosure/1891951/wiseradvisor-savant-wealth-management-detailed-disclosure.html

35 Years of Experience

Firm CRD# 107271

Compliance

Registered Investment AdvisorYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Research This Advisor

www.finra.org

www.sec.gov