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Savant Wealth Management

Tel: 815-622-0300
110 East Lynn Boulevard
Sterling, IL 61081
Savant Wealth Management | Financial Advisor in Sterling ,IL

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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

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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

https://www.wiseradvisor.com/disclosure/1891637/wiseradvisor-savant-wealth-management-detailed-disclosure.html

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


Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

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