Firm
Savant Wealth Management
Phoenix, Arizona
Fee-only
Savant Wealth Management at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 659 employees and 23,288 individual clients, 6,562 of them high net worth.
- Its average account is about $679,000 (assets it manages divided by its 81,840 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | savantwealth.com |
| [email protected] | |
| Phone | (480) 561-6323 |
Savant Wealth Management fees
Savant Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $55.6 billion |
| Individual clients | 16,726 |
| High-net-worth clients | 6,562 |
| Accounts managed | 81,840 |
| Employees | 659 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-43144) |
| Financial planning | Offered |
| Form ADV filed | July 30, 2026 |
| SEC record | CRD 107271 |