Justin Smith is a CFA, CFP-designated registered investment advisor at Savant Wealth Management, based in Rockford, IL, with 12 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 18,145 clients with $38B 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
190 Buckley Drive, Rockford, IL, 61107
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Regulatory History (1)
Customer Dispute
June 2025Other Business Activities
Justin is a 1% owner of Written Resume, LLC, a resume writing and career coaching business, since 2017. He spends minimal time on payroll, tax, and accounting duties for his wife's business.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Slayton Lewis INC
Slayton Lewis INC
J.p.morgan Securities INC.
The Ayco Company,l.p.
State Registrations2 states
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
Additional Information
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