DC
CFP
DC
CFP

Dennis Covington

22 Years of Experience
Atlanta, GA

Dennis Covington is a CFP-designated registered investment advisor at Savant Wealth Management, based in Atlanta, GA, with 22 years of industry experience. Dennis 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 18,145 clients with $38B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
312 advisors
Number of Clients
18,145 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$38.1B

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

400 Northridge Road, Suite 350, Atlanta, GA, 30350

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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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Employment History
Current Registrations
Savant Wealth Management
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Bam Advisor Services, LLC
August 2013 - October 2014 · 1 yr 2 mos
Capital Directions LLC
March 2003 - April 2023 · 20 yrs 1 mo
State Registrations1 state
GA
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.