Truthifi takes no commissions, runs no ads and gives no advice. Everything below about Savant comes from public records, each one linked so you can check it yourself.

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The short answer: is Savant Wealth Management a fiduciary?

Yes. Savant Wealth Management is a fee-only registered investment adviser, so it owes clients a fiduciary duty for the whole advisory relationship. Its Form ADV reports no broker-dealer registration and no related broker-dealer. That leaves the adviser standard as the only one governing its advice, with no sales-based standard alongside it.

Savant is an SEC-registered investment adviser (CRD #107271). It reported $55.6 billion in regulatory assets under management for approximately 24,000 clients on the Form ADV it filed July 30, 2026. Clients are its only source of pay, so it earns no product commissions. Get started with Truthifi

The firm's Form CRS is dated October 1, 2024, and was still the latest on the SEC's site when we checked. It sets the asset-based fee between 0.50% and 1.50%, with annual minimums, billed quarterly in advance. You can confirm each of these points at the source in a few minutes.

What "fiduciary" means: a fiduciary is legally required to put your interests ahead of its own. For Savant, that obligation lasts as long as the advisory relationship does. See how Truthifi defines and checks this standard in our fiduciary guide.

Savant Wealth Management at a glance

✅ Savant's filings as they stood on October 5, 2026. The table pulls Savant's registration, fee model, size and ownership from its SEC record (CRD #107271) and its own website, with a source on every row.

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Savant Wealth Management fees: what you'll pay

Savant Wealth Management charges between 0.50% and 1.50% of the assets it manages, the range set out in the Form CRS it filed October 1, 2024. Fees carry annual minimums and are billed quarterly in advance, so a smaller account can pay a higher effective rate. Where you land within that range depends on how much Savant manages for you and how complex the work is. The filing doesn't say where a given client will fall within that range.

• Account minimum: Per its Form CRS, it generally requires at least $300,000 to open an account. Because the fee carries annual minimums, a smaller account can end up paying a higher effective rate. Its Form CRS is the place to check how that minimum applies to your account size.

• Planning and hourly work: Stand-alone planning, consulting, tax and accounting run through the subsidiary Savant Tax & Consulting, billed as a fixed fee or at standard hourly rates.

• Other costs you may pay: Transaction costs, brokerage commissions, and mutual fund and ETF fees come on top of what you pay Savant. Our guide to hidden investment fees breaks down where these costs hide.

Savant is fee-only: Item 5.E of its Form ADV lists three ways it gets paid, a percentage of assets, hourly charges and fixed fees, and no commissions. Fee-only describes how Savant is paid, not how much you'll pay overall.

Who owns Savant Wealth Management, and what conflicts does it disclose?

Savant Wealth Management is majority employee-owned, with founder and CEO Brent Brodeski retaining control and employees holding its voting stock, according to Savant: About Us. Minority private-equity investors The Cynosure Group and Kelso & Company also hold stakes, a strategic investment the firm announced in 2021, according to Savant: About Us. The same page states that Savant accepts no commissions.

Savant's Form CRS(October 1, 2024, the latest version on file) names three conflicts of interest:

• Its fee grows with the assets it manages, which its Form CRS itself identifies as a conflict of interest.

• It may recommend a custodian that provides it with support services.

• It may recommend moving money out of an employer retirement plan and into an IRA that Savant manages for an asset-based fee.

How its financial professionals are paid, says the Form CRS: Savant's advisers draw a salary plus a bonus tied to assets under management. They also earn bonuses for bringing in more assets from new and existing clients, and some share in the firm's profits as owners.

Savant Wealth Management SEC record: complaints and disclosures

Anyone weighing Savant Wealth Management complaints can start with what the firm files with regulators. On its Form ADV, Savant answers No to the firm-level disciplinary-history questions. Its Form CRS gives a split answer to "Do you or your financial professionals have legal or disciplinary history?", saying No for the firm and Yes for its financial professionals. That filed record is the place to start, and it's worth checking alongside any review you read.

That split answer means the firm record and the individual adviser's record are separate questions. Look the adviser you'd work with up on IAPD and BrokerCheck, or use the search at Investor.gov, to check that record for yourself.

Per the SEC's IAPD record, Savant has been registered with the SEC since January 22, 1993, makes notice filings in 51 jurisdictions and reports 659 employees, 238 of them in investment advisory roles. Its CRD and filings settle the registration question in minutes, but whether the firm suits you is a separate question that registration alone can't answer.

What Savant Wealth Management reviews won't tell you

A star rating usually reflects how one client felt about Savant, but it won't mention the Form CRS split legal-history answer described above, or that advisers there earn bonuses for gathering assets. Each takes a minute to find: the legal-history answer and the bonus structure both sit in the Form CRS, and the Form ADV carries the custody and client data. Reading those filings alongside any review you find gives a fuller picture.

How to verify Savant Wealth Management yourself

Three checks are enough to confirm you have the right firm and the right documents:

1. SEC adviser record (IAPD): open Savant's IAPD record and confirm that CRD #107271 shows as registered.

2. Form CRS: read Savant's Form CRS for its fees, conflicts and disciplinary answer.

3. Confirm the entity: match Savant Wealth Management (CRD #107271, legal name Savant Capital) so you're reading the right firm.

What Savant Wealth Management does and who it serves

Its Form CRS, filed October 1, 2024, lays out the setup: Savant manages portfolios on a discretionary basis for individuals, their trusts and their estates. Tax and planning work runs through its subsidiary, Savant Tax & Consulting. Legal work goes through an affiliated firm, Savant Legal LLP, which you can check against the related-person list in Item 7 of its Form ADV.

By Truthifi's own internal ranking, an estimate we compute from SEC adviser filings on IAPD rather than a figure the SEC publishes, Savant placed 400th of 16,552 as of October 5, 2026. The ranking orders SEC-registered advisers by the regulatory assets each reported on its Form ADV. That puts it in the top 2.42%, against a median firm reporting about $449 million.

On its Form ADV, the firm also lists pension consulting, selection of other advisers and educational seminars. Those sit alongside financial planning and portfolio management for individuals, small businesses and institutions. It reports giving financial planning to about 11,000 clients in its last fiscal year (Item 5.H), a figure the form counts apart from the client-type table below.

Item 5.D of Savant's Form ADV breaks down its roughly 24,034 clients by type (distinct from the 81,840 client accounts they hold; one client can hold several):

What the client table shows: high-net-worth individuals make up about 27% of Savant's clients but hold $33.43 billion, roughly 60% of its regulatory assets. Even the "individuals" tier averages about $937,000 per client, more than three times the $300,000 minimum. Because the filing reports totals rather than medians, those are averages, and a handful of very large relationships can pull them up. Meanwhile 81,490 of 81,840 accounts, about 99.6%, are discretionary, so discretionary management is close to the default arrangement.

Savant manages portfolios on a discretionary basis, so it can buy and sell in your account without checking with you first, as its Form CRS states. The same filing says it monitors portfolios periodically and makes changes when it judges they're needed.

According to Form ADV Item 9, Savant or a related person has custody of some client assets, alongside its discretionary authority over your accounts.

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Confirming the firm is the easy part. Seeing everything you hold is the valuable one.

It takes only a few minutes to check Savant's registration and confirm the firm is real, using the filings and checks above. Even so, no adviser, Savant included, shows your whole financial life by default: a retirement plan held elsewhere, a spouse's portfolio and the costs inside a fund often sit in separate places nobody has reconciled. With a discretionary manager like Savant, that gap matters more. It can trade the accounts it runs without checking with you first, while anything it doesn't manage sits outside its reports. Truthifi links those accounts read-only in one view so you can see them together, alongside whatever Savant manages for you.

Before you sign with Savant: our view

We read its Form ADV and Form CRS side by side. Savant's filings support the fiduciary label, and the firm-level record gives no reason to rule it out. What we'd press on is a pattern rather than a red flag. Two of its three disclosed conflicts and its adviser pay plan lean the same way: the fee grows with assets, advisers earn bonuses for gathering assets, and the firm may suggest rolling a workplace plan into an IRA it manages.

None of that is misconduct. It does mean the advice we'd look twice at is any advice to move more of your money to Savant. Before signing, we'd ask four questions, each tied to something the firm has disclosed:

1. "What will my fee be, in dollars, at my account size?" The 0.50% to 1.50% range and the annual minimums mean the filing can't answer that for you.

2. "If you recommend a rollover, what do I pay in my plan now versus with you?" Compare the plan's costs with Savant's asset-based fee plus the fund expenses on top.

3. "Which custodian will hold my assets, and what support does Savant get from it?" With custody and discretion both on file, that custodian's statements are your independent record of the trades made for you.

4. "What's on my adviser's individual record?" The Form CRS answers Yes for its financial professionals, so get a name and look it up.

The rollover question is where an outside view helps most. The 401(k) you're being asked to move is, by definition, an account Savant doesn't yet manage or report on.

How Truthifi can help

We link your bank and brokerage accounts read-only, including a workplace plan you're weighing a rollover from, then show you what you own, how it's allocated, how it's performing and where the risk sits. That includes single-stock exposure, returns next to a benchmark, a fee breakdown of the fees on each account by type, and your Truthifi Score. You pick which accounts to share with your adviser at Savant.

If you'd rather work in your own AI, every current consumer plan, including the free ones, lets you connect an AI assistant that supports MCP sign-in, such as Claude. Truthifi Connect is the lighter membership for people who only want to use their own assistant. To ask your own AI about fees, you'll need Connect Max, Monitoring or Monitoring Plus+, and the pricing page compares what each plan includes.

Ask AI about your Savant Wealth Management accounts

Once your accounts are linked read-only, you can ask plain-English questions, for example:

• "What do I own across my Savant Wealth Management accounts and everything else, and how is it allocated?"

• "What am I paying in fees across all of these accounts?"

Try it with Truthifi: open app.truthifi.com, start free and run a Free Checkup (limits apply).

We take no commissions, run no ads and give no advice: Truthifi is not an investment adviser and doesn't give investment, tax or legal advice. Get started with Truthifi

Try free (limits apply). Free Checkup is free. Link up to 10 connections. Every plan and its limits are on the pricing page at truthifi.com.

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FAQ

Is Savant Wealth Management a fiduciary?

Yes. As a fee-only registered investment adviser (CRD #107271), Savant owes you a fiduciary duty as described in its Form ADV and Form CRS. It carries no broker-dealer registration and has no affiliated broker-dealer, so the adviser standard governs its advice, requiring the firm to put your interests ahead of its own when it manages your account. Get started with Truthifi · See how Truthifi keeps your accounts secure

What does Savant Wealth Management charge?

Savant charges between 0.50% and 1.50% of managed assets, per its Form CRS dated October 1, 2024, billed quarterly in advance. What you pay depends on account size and complexity, and you'll generally need $300,000 to open an account. Transaction costs, brokerage commissions, and fund fees come on top; see its Form ADV Part 2A for the full schedule.

Who owns Savant Wealth Management?

According to Savant's About Us page, employees hold its voting stock as majority owners, while founder and CEO Brent Brodeski retains control of the firm. Minority investors The Cynosure Group and Kelso & Company also hold stakes, a 2021 strategic investment. Per its Form CRS, advisers draw a salary plus a bonus tied to assets under management, and some also share in the firm's profits as owners. Get started with Truthifi · See how Truthifi keeps your accounts secure

Does Savant Wealth Management have complaints or disclosures?

Not at the firm level. Its Form ADV answers No to the firm-level disciplinary-history questions, while its Form CRS splits that answer: No for the firm, Yes for its professionals. A clean firm record can still sit alongside an individual adviser's own history, so before you sign on, search the specific person by name on IAPD, BrokerCheck or Investor.gov.

Is Savant Wealth Management legit?

Yes: Savant Wealth Management is a real, SEC-registered investment adviser, with filings visible on the SEC's IAPD site under CRD #107271. That record doesn't tell you whether the fees, the $300,000 account minimum or the disclosed conflicts suit you, so read those filings before deciding.

Can AI help me see what I pay across my Savant accounts?

Yes, once it's connected, Truthifi gives the assistant your account data to work from. Truthifi's Free Checkup costs nothing (limits apply), lets you link up to 10 connections and works with an AI assistant you already use, such as Claude. To ask that assistant about the fees on each linked account, you need Connect Max, Monitoring or Monitoring Plus+, and Truthifi gives no investment, tax or legal advice and isn't an investment adviser itself. You can Get started with Truthifi · See how Truthifi keeps your accounts secure

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About this fact pack

This Savant Wealth Management fact pack is built from the firm's own SEC filings (Form ADV and, where filed, Form CRS). Every page is reviewed by the Truthifi Team before publishing. The series checks U.S. investment advisers against their public filings, one firm at a time.

Read next from the Truthifi blog

• Fee-only financial advisor: costs and how to find one

• What is a fiduciary?

• Are you paying too much? Why that might be the wrong question

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• Robo-advisor vs. human financial advisor: which is better?

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A note on sources. Everything here about Savant comes from public documents: its SEC filings, its Form CRS and its own website, each linked where it's used (SEC data current as of October 5, 2026). This page is general information, not financial or legal advice, and Truthifi is not affiliated with Savant Wealth Management. Filings get amended, so confirm anything important against the official sources, and if something here needs correcting, email support@truthifi.com.