PlannerFees

Savant Investment Advisers, Inc. fees and pricing

Financial planner in Homewood, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 4, 2026, Savant Investment Advisers, Inc. charges $75⁠-⁠$175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$75⁠-⁠$175/hr
“Ranges from $75 - $175 per-hour, depending on the nature and complexity of each client’s circumstances.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Savant Investment Advisers, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “All Advisory fees are charged, in advance, on the sixth business day of each calendar quarter, based upon the fair market value of the assets in the portfolio as of the last business day of the prior quarter.”
  • “The initial fee will be payable when the account is established, prorated for the first partial quarter, if applicable.”
  • “Thereafter, the fee will be payable on the sixth business day of each calendar quarter based on the asset value of the account as of the last business day of the prior quarter, additional deposits to the account are subject to the same fee procedures.”

How Savant Investment Advisers, Inc.’s fees compare

  • Its hourly rate of $75-$175 is below the Illinois median of $273. 3% of the 215 other Illinois planners that publish an hourly rate charge less.

About Savant Investment Advisers, Inc.

“Savant offers financial planning and/or investment advisory services to its clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP® and CPA.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2.5% a year
Clients
277
Employees
3
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and other
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$162,526,073
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
121794
Website
savantadvisers.com (opens in new tab)
Phone
(708) 799-7477

Can advise clients in 4 states: Florida, Illinois, Indiana, Texas

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.