Savant Wealth Management
Savant Wealth Management (CRD# 107271) is a financial advisory firm headquartered in Rockford, IL. They manage $24,397,506,416 in 16,294 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management24,398MILLION
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Total Number of Accounts16,294ACCOUNTS
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Average Account Value$1,497,331
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
James Fitch (CRD# 2108001) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 32 years of experience in the finance industry.
Teryn Fitzgerald (CRD# 6902095) is an Investment Advisor Representative working at Savant Wealth Management in Pflugerville, TX and has 1 year of experience in the finance industry.
Jonathan Fuller (CRD# 7004514) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 5 years of experience in the finance industry.
Jeris Gaston (CRD# 5238781) is an Investment Advisor Representative working at Savant Wealth Management in Birmingham, AL and has over 17 years of experience in the finance industry.
Matthew Gavel (CRD# 5161610) is an Investment Advisor Representative working at Savant Wealth Management in York, PA and has over 9 years of experience in the finance industry.
Adam Glassberg (CRD# 5938760) is an Investment Advisor Representative working at D3 Financial Counselors LLC in Downers Grove, IL and has 7 years of experience in the finance industry. Adam Glassberg has taken additional exams to become a Certified Financial Planner (CFP®).
Adam is a NAPFA registered financial planner, and specializes in working with medical professionals, and has been conducting seminars for graduating medical school and dental school students on debt reduction and wealth accumulation strategies at the University of Illinois at Chicago.
Evan Goldfuss (CRD# 6921585) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 6 years of experience in the finance industry.
Gabriel Gonzalez (CRD# 5449546) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 16 years of experience in the finance industry.
Drake Grindle (CRD# 6903070) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 6 years of experience in the finance industry.
David Gruber (CRD# 6582967) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 7 years of experience in the finance industry.