Savant Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“We also provide financial consulting on specific topics with fees that range from $100 to $500 per hour depending on the topic and the professional providing the services.”

Flat or project fee

$250⁠-⁠$10,000

“The typical fixed base services range in cost from $250 to $10,000.”

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

How Savant Wealth Management bills

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

• “This fee is payable, in advance, on a quarterly basis.”
• “Fees are calculated on a prorated basis for deposits received during the current quarter, but Savant does not reimburse fees for account withdrawals made during the quarter.”
• “Certain Savant services will be provided, and billed by, our wholly owned subsidiary, SABA, or our affiliated law firm, Savant Legal.”

How Savant Wealth Management’s fees compare

• Its hourly rate of $100-$500 spans the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
• None of the 2 other planners in Rockford that publish an hourly rate charge less.
• Its flat or project fee of $250-$10,000 spans the Illinois median of $4,500. 55% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Savant Wealth Management

• Firm size: 659 employees.
• Registered as an adviser: 1993 (33 years).

Planning areas mentioned in the brochure

• Estate planning

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

1.5% a year

Clients

23,288

Employees

659

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, other investment advisers, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$55,607,787,559

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107271

Website

x.com/savantwealth (opens in new tab)

Phone

(815) 227-0300

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Rockford that publish fees

• Choreo, LLCRockford$100⁠-⁠$600/hr
• Pathfinder Advisory, Inc.Rockford$300/hr, $10,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr

Compare all 3 planners in Rockford