TrueAdvisor
TrueAdvisor
AO
CFP
AO
CFP

Adin W Ocasio

Savant Wealth Management
2 Years of Experience
View SEC Summary
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

555 South Randall Road, Suite 100, St. Charles, IL, 60174

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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.

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Employment History
Current Registrations
Savant Wealth Management
March 2023 - Present · 2 yrs 11 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.