BH
CFP · ChFC · PFS
BH
CFP · ChFC · PFS

Brian Hinson

29 Years of Experience
Rockford, IL
3 Disclosures

Brian Hinson is a CFP, ChFC, PFS-designated registered investment advisor at Savant Wealth Management, based in Rockford, IL, with 29 years of industry experience. Brian 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.

Loading...

Location

190 Buckley Drive, Rockford, IL, 61107

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2024
Pending
Customer Dispute
January 2006
Settled
Customer Dispute
November 2004
Denied
Other Business Activities

Brian handles business matters for Foster Properties Ltd, a family business, since 1997. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Savant Wealth Management
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Bridgeworth Wealth Management
May 2015 - March 2024 · 8 yrs 10 mos
LPL Financial LLCBroker
April 2015 - December 2023 · 8 yrs 8 mos
Lincoln Financial Advisors Corporation
April 2000 - May 2015 · 15 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
November 1996 - May 2015 · 18 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
November 1996 - April 2006 · 9 yrs 5 mos
State Registrations1 state
AL
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.