Advisor at Savant Wealth Management
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Firm
Savant Wealth Management
Location
Clinton, SC 29325
Credentials
PFS™, Series 65
Industry experience
21 years
John Peay is a financial advisor at Savant Wealth Management with 21 years of industry experience. He holds the PFS™ and Series 65 credentials and has worked at Savant Wealth Management since 2023, following prior roles at Peay and Associates LLC and Swaim Brown Wealth Management LLC. Outside of his advisory work, he serves as a board member for AgSouth Farm Credit. Savant Wealth Management provides comprehensive wealth and investment management services to a diverse client base, including individuals, families, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment approach with customizable portfolios and offers integrated services such as tax, legal, and trust solutions through affiliated entities.
Based on Savant Wealth Management
Based on Savant Wealth Management
Fixed fees for stand-alone financial planning range from $250 to $10,000; Divorce planning fixed fees range from $5,000 to $50,000; Divorce education courses range from $1,500 to $3,000; One-on-one coaching ranges from $10,000 to $50,000.
$0 - $3,000,000: 0.70% of plan assets (retirement plan investment management) $3,000,001 - $5,000,000: 0.60% of plan assets (retirement plan investment management) $5,000,001 - $10,000,000: 0.50% of plan assets (retirement plan investment management) $10,000,001 - $20,000,000: 0.35% of plan assets (retirement plan investment management) $20,000,001+: 0.20% of plan assets (retirement plan investment management)
Financial consulting fees range from $100 to $500 per hour; Estate Planning and Trust Administration fees range from $75 to $275 per hour depending on staff; Wealth Transfer Services fees range from $75 to $300 per hour depending on staff.
Account minimum: $300,000 Minimum fee: Minimum annual fees vary by service and complexity; retirement plan services have a $2,500 minimum annual fee; plan administration services have a $5,000 minimum annual fee. Fee-only: Savant is a fee-only investment management firm; fees are paid solely by clients with no commissions or sales loads.
301 North Broad Street
Clinton, SC 29325
South Carolina
Savant Wealth Management
2024 - Present (2 years)
Savant Wealth Management
2023 - 2024 (1 year)
Peay and Associates LLC
2019 - 2023 (4 years)
Swaim Brown Wealth Management LLC (and predecessors)
2001 - 2023 (22 years)
Swaimbrown PA
1990 - 2018 (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Clinton, SC
Savant Wealth Management
CFP®, Series 63, Series 66
Laurens, SC
Raymond James Financial
Series 66
Laurens, SC
Edward Jones
Series 66
Clinton, SC
Edward Jones
Series 63, Series 65
Laurens, SC
LPL Financial
Series 66
Laurens, SC
LPL Financial
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