Caleb Dillard is a CFA-designated registered investment advisor at Savant Wealth Management, based in Oklahoma City, OK, with 11 years of industry experience. Caleb 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 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
9108 N Kelley Avenue, Oklahoma City, OK, 73131
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Regulatory History
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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Caleb is an equity partner/owner at Exencial Wealth Advisors, dedicating nearly all of his time to the firm. He is also a minority owner and voting member of Parkstone Investments, LLC, spending about 10% of his time providing non-securities-related services.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Exencial Wealth Advisors
Womack Investment Advisers, INC
State Registrations1 state
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
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