Kevin Phillips is a CFP-designated registered investment advisor at Savant Wealth Management, based in Naperville, IL, with 14 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Estate Planning, and 5 more. Their firm serves 24,034 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1730 Park St #100, Naperville, IL, 60563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Savant Wealth Management
Previous Registrations
Securian Financial Services, INC.
State Registrations1 state
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Exams
Additional Information
Kevin has been involved in the financial services industry since 2005. Prior to joining Savant, he was a senior financial advisor with an Illinois based wealth management and financial planning firm. There, he was a member of the firm’s financial planning team and specialized in the development and implementation of wealth management strategies for his clients. In addition, Kevin’s experience includes trading listed equities on the New York and NASDAQ stock exchanges for a firm based in Chicago. There he was a partner, senior equity trader, and trainer and was responsible for managing a team of traders.
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