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PH
CFP · ChFC
PH
CFP · ChFC

Paul Higgins

Savant Wealth Management
33 Years of Experience
Westwood, MA
Sells Insurance
View SEC Summary
View SEC Summary

Paul Higgins is a CFP, ChFC-designated registered investment advisor at Savant Wealth Management, based in Westwood, MA, with 33 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 24,034 clients with $56B in assets under management.

Savant Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
403 advisors
Number of Clients
24,034 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$55.6B

Fee Structure

Minimum Investment:$300K
Planning is included in investment management (also available separately)

Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.

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Location

100 Lowder Brook Drive, Suite 1000, Westwood, MA, 02090

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Paul is an independent insurance representative at Highland Capital Brokerage, focusing on fixed life insurance. He dedicates minimal time to this business.

Employment History
Current Registrations
Savant Wealth Management
March 2026 - Present · 7 mos
Previous Registrations
Heritage Financial Services
October 2017 - March 2026 · 8 yrs 5 mos
Investacorp, INC.Broker
January 2016 - October 2017 · 1 yr 9 mos
NFP Advisor Services, LLCBroker
May 2006 - December 2015 · 9 yrs 7 mos
Tower Square Securities, INC.Broker
April 2004 - March 2006 · 1 yr 11 mos
Signator Investors, INC.Broker
February 2002 - March 2003 · 1 yr 1 mo
Aig Equity Sales CORP.Broker
July 2001 - October 2001 · 3 mos
Sun Life of Canada (U.S.) Distributors, INC.Broker
November 1994 - June 2001 · 6 yrs 7 mos
Penn Mutual Equity Services, INC.Broker
January 1989 - December 1991 · 2 yrs 11 mos
State Registrations2 states
FLMA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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