Adam Munger

CFP

Savant Wealth Management

17 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningHigh Net WorthFinancial Planning & Coaching

Savant Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

289 advisors

Number of Clients

15,586 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$29.1B

Fee Structure

Minimum Investment:$300K

Financial Planning:Included in AUM fee

Location

3810 Governors Drive NW, Suite 100, Huntsville, AL, 35805

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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.

Employment History

Current Registrations

Savant Wealth Management

December 2023 - Present · 2 yrs 2 mos

Previous Registrations

Bridgeworth Wealth Management

August 2021 - March 2024 · 2 yrs 7 mos

TD Ameritrade, INC.

February 2018 - January 2021 · 2 yrs 11 mos

TD Ameritrade, INC.Broker

February 2018 - January 2021 · 2 yrs 11 mos

TD Ameritrade Investment Management, LLC

February 2018 - December 2020 · 2 yrs 10 mos

Scottrade Investment Management

March 2017 - February 2018 · 11 mos

Scottrade, INC.Broker

May 2010 - February 2018 · 7 yrs 9 mos

Fidelity Brokerage Services LLCBroker

March 2008 - May 2010 · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.