Guides › Financial Advisor Fees
Updated September 18, 2026. Quick answer: Savant Wealth Management discloses a maximum, individually negotiated rate of 1.5% in its Savant Wealth Management Form ADV Part 2A Firm Brochure (July 30, 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Savant Wealth Management Form ADV Part 2A Firm Brochure (July 30, 2026): “Our fees for comprehensive wealth management services range from an annualized rate of 0.50% to 1.50% based upon total assets under management and/or advisement and the complexity of the client services required and/or provided, and the market where the client is located.”
The published maximum: 1.5% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $30,000 | 1.50% |
Savant discloses a range (0.50%–1.50%) rather than dollar breakpoints; where a given client lands in that range depends on AUM, service complexity, and location, none of which is further quantified in the brochure. To avoid understating cost, the dollar figures apply the top of the disclosed range (1.50%) as a flat ceiling rate to each balance (balance x 0.015); an individual client’s actual fee could be lower, especially at higher balances.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Savant Wealth Management’s own published maximum rate runs up to $7,500 a year.
Comparing Savant Wealth Management against a full move? 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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- Savant Wealth Management Form ADV Part 2A Firm Brochure (July 30, 2026): https://savantwealth.com/wp-content/uploads/2026/07/Savant-ADV-Part-2A-July-2026.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, drawing on Savant Wealth Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure 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. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Is Savant Wealth Management a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Savant Wealth Management’s minimum investment, straight from its own Form ADV Part 2A brochure.
See how Savant Wealth Management compares directly, dollar for dollar: vs Lincoln Financial Advisors, vs Mercer Advisors.
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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.
Thinking about leaving Savant Wealth Management instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
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