Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Location
2000 Old Pecos Trail, Suite C, Santa Fe, NM, 87505
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
D3 Financial Counselors LLC
State Registrations2 states
Exams
Additional Information
We provide financial planning, estate planning, tax planning, and investment advisory services to "individuals who want to understand the economic consequences of their financial decisions". Our services range from providing one-time consultation meetings, to the development of comprehensive financial plans and investment management services. For accounting and legal services, we will work with a client's existing providers. We also have a network of lawyers and accountants that specialize in providing services to both individuals and business owners. We are subject to the ethical requirements of the American Institute of Certified Public Accountants and the Association for Investment Management and Research. We are also registered as an Investment Advisor with the Securities and Exchange Commission and are subject to federal and state securities laws and regulations.