Savant Wealth Management

DBA: Savant Capital, Llc

190 BUCKLEY DRIVE, Rockford, Illinois 61107

SEC CRD#107271
Last ADV filed: 01/15/2026
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee0.50%of assets under management
Hourly Rate$100 to $500 per hourper hour
Account Minimum$1500Mto open an account

Detailed Fee Schedule

Our fees for comprehensive wealth management services range from an annualized rate of 0.50% to 1.50% based upon total assets under management and/or advisement and the complexity of the client services required and/or provided, and the market where the client is located. Our fees are subjec

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly feesFixed fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Savant Wealth Management — Fiduciary Advisor Profile | FiduciaryListings