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Updated September 18, 2026. Quick answer: Yes, on every account. Savant Wealth Management is registered with the SEC only as an investment adviser (it is not a broker-dealer), so the Investment Advisers Act of 1940 requires it to act as your fiduciary. Its own Form CRS states: “When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
How it’s registered
From Form CRS (Client Relationship Summary) (October 1, 2024): “Savant Wealth Management (“we”, “our” or “us”) is registered with the Securities Exchange Commission (“SEC”) as an investment adviser.”
The standard of conduct, in its own words
“When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
On commissions: “We do not accept commission from any third parties in connection with those services.”
Fiduciary status by capacity
| Capacity | Registration | Standard you’re owed | Can earn commissions | Source |
|---|---|---|---|---|
| As your investment adviser | SEC-registered investment adviser | Fiduciary duty (Investment Advisers Act of 1940) | No (asset-based advisory fee: up to $7,500 a year, 1.50% on a $500,000 account, the published maximum) | Form CRS (Client Relationship Summary), October 1, 2024 |
What this means for what you pay
Fiduciary status is one input, not the whole picture. Savant Wealth Management discloses a published fee that runs up to $7,500 a year on a $500,000 account (the published maximum); see the full dollar breakdown from Savant Wealth Management’s own fee disclosure before deciding whether the standard of conduct here changes your answer.
If the answer above changes your mind about staying, read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
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Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
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The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
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Source: WiserAdvisor’s service descriptionSources
- Form CRS (Client Relationship Summary) (October 1, 2024): https://reports.adviserinfo.sec.gov/crs/crs_107271.pdf
- SEC Investment Adviser Public Disclosure, Savant Capital, LLC dba Savant Wealth Management (CRD #107271): https://adviserinfo.sec.gov/firm/summary/107271
- Savant Capital, LLC dba Savant Wealth Management, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf
Methodology. This page was built September 18, 2026, quoting directly from Savant Wealth Management’s own current Form CRS, with the source linked above; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form CRS. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it actually take to open an account? See Savant Wealth Management’s minimum investment, quoted verbatim from its own Form ADV Part 2A / wrap-fee brochure.
Weighing whether to move ahead? Read the full Savant Wealth Management review, including its fiduciary status and what it costs to leave.
Comparing Savant Wealth Management against other options? See Savant Wealth Management alternatives, including a lower-fee full-service firm, a flat-fee route, and a robo/hybrid.
Already with Savant Wealth Management and weighing a move? How to leave Savant Wealth Management covers what it costs to transfer out.