TrueAdvisor
TrueAdvisor
AP
CFP
AP
CFP

Aaron Pearson

Savant Wealth Management
3 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

1945 Old Gallows Road, Suite 505, Vienna, VA, 22182

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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
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Brighton Jones LLC
March 2022 - December 2022 · 9 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.