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Noah Gay

Advisor at Savant Wealth Management

Updated today
Savant Wealth Management logo

Firm

Savant Wealth Management

Location

Rockford, IL 61107

Credentials

Series 65

Industry experience

1 year

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Financial planning fixed base fees range from $250 to $10,000; divorce planning fixed fees typically range from $5,000 to $50,000; online divorce courses $1,500 to $3,000; one-on-one divorce coaching $10,000 to $50,000.

Percentage

$0 - $3,000,000: 0.70% of plan assets $3,000,001 - $5,000,000: 0.60% of plan assets $5,000,001 - $10,000,000: 0.50% of plan assets $10,000,001 - $20,000,000: 0.35% of plan assets $20,000,001+: 0.20% of plan assets

Project-based

Financial planning consulting fees range from $100 to $500 per hour; estate planning and trust administration hourly rates range from $75 to $300 per hour depending on role.

Other

Account minimum: $300,000 minimum to open an investment portfolio Minimum fee: Minimum annual fee of $2,500 for retirement plan services; other minimum annual fees may apply based on scope and complexity Fee-only: Savant is a fee-only investment management firm; fees are based on assets under management and/or advisement with no commissions or sales charges.

Work history

Savant Wealth Management

2024 - Present (2 years)

Illinois Farm Business Farm Management

2023 - 2024 (1 year)

Savant Wealth Management

2023 - 2023 (1 year)

Illinois Farm Business Farm Management

2022 - 2023 (1 year)

Centrec Consulting

2022 - 2022 (1 year)

Farmers State Bank

2020 - 2022 (2 years)

Student

2014 - 2020 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)

Tim C

CFP®

Geneva, IL

Rhodo Wealth Management LLC

I launched my firm in July of 2024 to continue working with my clients on my own terms. I work with a wide range of types of clients. However, most of my clients tend to fit into a few archetypes; wealth accumulators, wealth distributors, and business owners. The clients I work with benefit when we take a comprehensive approach to their financial picture. Each client receives assistance with retirement planning, investment management, tax planning, insurance/estate planning, and behavioral finance. Does your situation feel familiar? - Accumulator - These clients come to me after some early career success or receiving a windfall (i.e inheritance or large cash distribution). I help clients navigate their financial life from now until retirement and beyond. In many cases this can be 25+ years in the future. I help ensure that you are doing the correct actions each year to build your wealth and enjoy your time and money now... - Distributor - Clients in this stage of their life have regularly saved in their employers retirement plan or independently over their working career. Now that retirement is looming or in motion, you need a plan to distribute your assets and pay your bills. We work together to prepare a distribution plan that coordinates social security, pensions, and distributions from retirement accounts to be the most tax efficient as possible. You've saved all this time, now it is time to enjoy! - Business Owners - My business owner clients fit into a combination of accumulation and distribution. Wherever your business is, we will navigate growing, preserving, and distributing the assets through the lifetime of your business. I am proud to be a fee-only, fiduciary, Certified Financial Planner™️ practitioner in my day-to-day working life. Outside of work you can find me spending time with my wife and kids, playing golf/basketball, and enjoying the Fox River Valley where we have set our roots. I can be reached directly at tim@rhodowealth.com or at www.rhodowealth.com for more information. Thanks!

Retirement income strategy Business exit / sale strategy Business succession planning Executive Gen X (Born 1965-1980)

Hayde A

Series 63, Series 66

Aurora, IL

Fidelity

Hayde Antonio is a Financial Consultant at Fidelity Investments, a position held since 2020. In this role, Hayde works closely with clients to develop personalized financial plans tailored to their unique needs, utilizing Fidelity's technology and resources. Prior to joining Fidelity, Hayde gained extensive experience as a Private Client Banker at JP Morgan Chase from 2007 to 2020. This background provided a strong foundation in client relationship management and financial services. Outside of work, Hayde engages in various personal interests including family activities, gardening, music, traveling, and volunteering.

Wealth management

Brian S

Series 66

Elgin, IL

Fidelity

Brian Segura is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works with clients across various financial situations, including retirement planning, investment guidance, insurance, college planning, and long-term care considerations. He focuses on building long-term relationships with clients to ensure their financial plans meet the unique needs of their families. Prior to his current role, Brian served as an Investment Consultant at Fidelity Investments from 2023 to 2024. He has also held several positions at Merrill Lynch and Merrill Edge between 2018 and 2023, including Market Supervision Manager, Supervision Principal, Team Lead, and Financial Service Representative. His professional experience encompasses a broad range of financial services and client support. Outside of his professional work, Brian has interests in football, golf, movies, parenthood, reading, and traveling.

General retirement planning Wealth management Long-term care insurance College savings (529s, UTMA, etc.) Parents

Jeremy K

Series 66

Hoffman Estates, IL

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Inheritance planning Business ownership considerations Founder/Business Owner

Tyler S

Series 66

Elgin, IL

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Military & Veterans
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