Joel Cundick
I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve.
Savant Wealth Management · Phoenix, Arizona
Joel Cundick is a fee-only financial advisor at Savant Wealth Management in Phoenix, Arizona, who holds the AIF, CFP and CPA/PFS credentials. Joel charges a percentage of assets and a flat fee or retainer and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- High earners
- Ultra high net worth
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Real estate investors
About
For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps you pursue your ideal future with purpose and discipline.
Services
- Wealth Management
- Financial Planning
- Cash Flow Planning
- Asset Allocation
- College/Education Planning
- Estate Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Charitable Giving
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Executive Compensation
- Financial Advice & Coaching
- Individual Tax Services
- Pension Planning
- Portfolio Management
- Risk Management
- Stock Option Planning
- Trust Services
Facts
| Firm | Savant Wealth Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets · Flat fee or retainer |
| Assets under management | Over $5B |
| Firm founded | 1986 |
| Firm size | 50+ employees |
| Credentials | AIF · CFP · CPA/PFS · CFA · MBA · CIMA · CRPS · BBA · ChFC · CLU |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in VA · CRD 5451575 |
| Firm size | 659 employees |
| Disclosures | None reported |
| Website | savantwealth.com |
How Joel's firm compares
- Savant Wealth Management's average account is about $679,000, from its Form ADV (assets managed divided by 81,840 accounts).
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Questions about Joel
Is Joel Cundick a fee-only financial advisor?
Yes. Joel Cundick is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joel's firm.
How does Joel charge for financial advice?
Joel charges a percentage of assets and a flat fee or retainer.
Where is Joel Cundick based?
Joel Cundick is based in Phoenix, Arizona.
What does Joel specialize in?
Joel's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, real estate investors and pension planning. Joel works with HENRY (High Earners, Not Rich Yet), high earners, ultra high net worth, executives and founders.
What credentials does Joel Cundick hold?
Joel Cundick holds the AIF, CFP, CPA/PFS, CFA, MBA, CIMA, CRPS, BBA, ChFC and CLU credentials.
Is Joel Cundick registered with the SEC?
Yes. Joel Cundick is registered as an investment adviser representative in VA (CRD 5451575), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Savant Wealth Management manage?
Savant Wealth Management reports Over $5B in assets under management.
How do I contact Joel Cundick?
Through Joel's website, savantwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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