Savant Wealth Management

About Savant Wealth Management

<p>Founded in 1986, Savant Wealth Management is a fee-only registered investment advisor (RIA) headquartered in Rockford in northern Illinois, with another office in Birmingham serving the greater Birmingham metro.</p> <p>For retirement plan sponsors, Savant works as a <a href="/plan-advisors">plan advisor</a> on plan design and ongoing compliance support, and it offers participant advice for employees who want guidance on saving and investing through the plan.</p> <p>The firm also takes on fiduciary roles under ERISA, including 3(21) investment advice and 3(38) investment management for sponsors that want to delegate investment responsibility. Savant has 332 employees and holds CEFEX certification, which reflects a third-party review of its fiduciary practices.</p> <p>What sets Savant apart is the combination of a fee-only model with in-house resources that cover both sponsor-level fiduciary work and participant-facing advice.</p> <ul> <li>Fee-only RIA; founded in 1986</li> <li>Headquarters: Rockford, IL; additional office in Birmingham, AL</li> <li>Plan design and compliance support</li> <li>Participant advice services</li> <li>ERISA fiduciary services: 3(21) and 3(38)</li> </ul>

Website: https://savantwealth.com/company-retirement-plans/

Founded: 1986

Employees: 332