Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningHigh Net WorthFinancial Planning & Coaching
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
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Contact
Grant William Moore
Location
190 Buckley Drive, Rockford, IL, 61107
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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.
Learn about disclosures →Employment History
Current Registrations
Savant Wealth Management
January 2008 - Present · 18 yrs 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Additional Information
Prior to becoming a financial advisor, he worked in Savant’s financial planning department where he produced investment analyses, prepared client financial plans, and coordinated plan implementation. He also specialized in retirement projections.
Contact
Grant William Moore