# Savant Wealth Management

> Savant Wealth Management is an SEC-registered investment advisory firm in Rockford, IL, registered since 1993, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 107271
- Filed as: SAVANT WEALTH MANAGEMENT
- Legal name: Savant Capital, LLC
- Also doing business as: CORRIGAN FINANCIAL, SAVANT UNIVERSITY WEALTH MANAGEMENT, SAVANT WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rockford, IL
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107271
- AdvisorCensus page: https://advisorcensus.com/firm/savant-wealth-management-rockford-il-107271

## Quick answers

**How is Savant Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Savant Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Savant Wealth Management charge?**
Its Form ADV Part 2A brochure dated July 30, 2026 states: Flat fee: $250 to $10,000 (stand-alone financial planning services); Hourly rate: $100 to $500 an hour (financial consulting on specific topics); Flat fee: $5,000 to $50,000 (divorce planning services); Hourly rate: $125 to $500 an hour (divorce planning services); Hourly rate: $275 an hour (Estate Planning and Trust Administration: Savant Wealth…); Hourly rate: $150 an hour (Estate Planning and Trust Administration: Savant Planning…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Savant Wealth Management located?**
Savant Wealth Management's principal office is in Rockford, IL, according to its Form ADV; the August 2026 filing also lists 64 other offices (Schedule D, Section 1.F).

**Is Savant Wealth Management registered with the SEC or a state?**
Savant Wealth Management is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 107271.

**How much does Savant Wealth Management manage?**
Savant Wealth Management reports $55,607,787,559 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (99% discretionary).

**How have Savant Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Savant Wealth Management: Regulatory assets under management: $10,317,730,553 in the October 2021 data and $55,607,787,559 in the October 2026 data, up 439%. Total employees: 216 in October 2021 and 659 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Savant Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16,726); high net worth individuals (6,562); pension and profit sharing plans (but not the plan participants or government pension plans) (472).

**Which custodians does Savant Wealth Management use?**
Savant Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Savant Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107271

**What changed in Savant Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $49,570,825,535 to $55,607,787,559 (+12%). Changed its office addresses in Santa Fe, NM. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 30, 2026)

- Flat fee: $250 to $10,000 (stand-alone financial planning services)

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

- Hourly rate: $100 to $500 an hour (financial consulting on specific topics)

> We also provide financial consulting on specific topics with fees that range from $100 to $500 per hour

- Flat fee: $5,000 to $50,000 (divorce planning services)

> Fixed fees typically range from $5,000 to $50,000 and require an initial retainer

- Hourly rate: $125 to $500 an hour (divorce planning services)

> Hourly fees range from $125 to $500 per hour and are payable in arrears.

- Hourly rate: $275 an hour (Estate Planning and Trust Administration: Savant Wealth…)

> Savant Wealth Financial Advisor $275/hour

- Hourly rate: $150 an hour (Estate Planning and Trust Administration: Savant Planning…)

> Savant Planning Team Member $150/hour

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $55,607,787,559
- Discretionary: $55,000,077,686
- Non-discretionary: $607,709,873

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16,726 | $15,667,128,046 |
| High net worth individuals | 6,562 | $33,428,708,057 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 472 | $2,112,134,343 |
| Charitable organizations | 110 | $476,893,847 |
| State or municipal government entities (including government pension plans) | 2 | $64,881,811 |
| Other investment advisers | 34 | $3,258,405,801 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 128 | $599,635,654 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 1993 (33 years)
- Employees: 659 total, 238 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Atlanta, GA
- Austin, TX
- Birmingham, AL
- Bloomington, IL
- Cedar Rapids, IA
- Chicago, IL
- Cincinnatti, OH
- Clinton, SC
- Columbia, SC
- Dallas, TX
- Dover, DE
- Downers Grove, IL
- Doylestown, PA
- Evanston, IL
- Freeport, IL
- Fullerton, CA
- Grand Blanc, MI
- Greenville, SC
- Guilford, CT
- Hanover, PA
- Hilton Head, SC
- Hoffman Estates, IL
- Huntersville, NC
- Huntsville, AL
- Indianapolis, IN
- Iowa City, IA
- Knoxville, TN
- Lancaster, PA
- Lewes, DE
- Lincolnshire, IL
- Los Gatos, CA
- Louisville, KY
- Manassas, VA
- Melville, NY
- Middleton, WI
- Middletown, DE
- Middletown, RI
- Naperville, IL
- New York, NY
- Newtown, PA
- Oklahoma City, OK
- Old Lyme, CT
- Orlando, FL
- Park Falls, WI
- Peoria, IL
- Plano, TX
- Plymouth, MI
- Rockland, MA
- San Antonio, TX
- Santa Fe, NM
- Satellite Beach, FL
- Scottsdale, AZ
- St. Charles, IL
- St. Paul, MN
- Stamford, CT
- Sterling, IL
- Tampa, FL
- Vienna, VA
- Wellesley, MA
- Westlake Village, CA
- Westwood, MA
- Woburn, MA
- Wyomissing, PA
- York, PA

### Websites listed on Form ADV (Item 1.I)
- savantwealth.com
- wife2cfo.com
- Facebook @Wife2CFO
- Facebook @savantwealthmanagement
- Instagram @savantwealth
- Instagram @wife2cfo
- LinkedIn @savant-wealth-management
- LinkedIn @wife2cfo
- X @Wife2CFO
- X @savantwealth
- YouTube @SavantWealthManagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,317,730,553 | 216 | September 17, 2021 |
| October 2022 | $11,854,216,611 | 250 | July 25, 2022 |
| October 2023 | $18,718,938,702 | 333 | July 31, 2023 |
| October 2024 | $26,294,837,852 | 543 | August 15, 2024 |
| October 2025 | $29,647,673,271 | 565 | June 16, 2025 |
| October 2026 | $55,607,787,559 | 659 | July 30, 2026 |

Regulatory assets under management: $10,317,730,553 in the October 2021 data and $55,607,787,559 in the October 2026 data, up 439%.
Total employees: 216 in October 2021 and 659 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $49,570,825,535 to $55,607,787,559 (+12%).
- Changed its office addresses in Santa Fe, NM.
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Regulatory assets under management went from $38,128,452,802 to $49,570,825,535 (+30%).
- Added an office in Austin, TX.
- Added an office in Cincinnatti, OH.
- Added an office in Dallas, TX.
- Added an office in Greenville, SC.
- Added an office in Guilford, CT.
- Added an office in Hilton Head, SC.
- Added an office in Huntersville, NC.
- Added an office in Melville, NY.
- Added an office in Newtown, PA.
- Added an office in Oklahoma City, OK.
- Added an office in Old Lyme, CT.
- Added an office in Plano, TX.
- Added an office in San Antonio, TX.
- Added an office in Stamford, CT.
- Added an office in Tampa, FL.
- Added an office in Westlake Village, CA.

### April 2026
- Employees performing advisory functions went from 178 to 238.
- Changed its office addresses in Evanston, IL.
- Changed its office addresses in Louisville, KY.
- Changed its office addresses in Sterling, IL.
- Added an office in Grand Blanc, MI.
- Added an office in Rockland, MA.
- Added an office in Westwood, MA.
- Added an office in Woburn, MA.
- No longer lists an office in Madison, WI.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Added an office in Knoxville, TN.

### December 2025
- Regulatory assets under management went from $29,647,673,271 to $37,127,688,152 (+25%).

### November 2025
- Changed its office addresses in Sterling, IL.
- Added an office in Evanston, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Savant Wealth Management (CRD 107271): Form ADV filing data as of October 2026.