Savant Investment Advisers, Inc.

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Client assets under management

$151,249,819

Clients

277

24% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$546,028

About

Savant provides comprehensive financial planning and investment advisory services to individuals, high‑net‑worth clients, trusts and business entities. Services include written financial plans addressing retirement, estate, cash‑flow and insurance needs, as well as portfolio monitoring and management on both discretionary and nondiscretionary bases.

The firm’s investment process is driven by asset‑allocation planning and a risk‑tolerance questionnaire, with access to model portfolios and advisor‑managed portfolios that utilize tools and data from third‑party providers such as Morningstar and Envestnet. Portfolios may include mutual funds, ETFs, equities, options and fixed income, and Savant emphasizes continuous monitoring and periodic rebalancing; clients can elect either bundled (wrap) or unbundled fee arrangements through its Advisor Managed Portfolios program.

Savant’s structure has a few features that are less common among similar firms: its Advisor Managed Portfolios program is sponsored by a broker/dealer partner (the firm’s AMP sponsor and clearing relationship are routed through Osaic and Pershing), and the firm’s principal maintains an active CPA/accounting practice. Advisory representatives are dually registered with the broker/dealer and may also transact insurance business, creating closer operational links between investment advice, brokerage clearing, and accounting or tax‑adjacent services than is typical for many peers.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Retirement withdrawal strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Fee options

Fixed

Financial Planning fixed fee typically $500 - $4,500 depending on complexity

Percentage

$50,000 - $149,999: 2.50% $150,000 - $249,999: 2.30% $250,000 - $499,999: 2.05% $500,000 - $749,999: 1.80% $750,000 - $1,249,999: 1.55% $1,250,000 - $1,999,999: 1.30% $2,000,000 - $4,999,999: 1.05% $5,000,000+: 1.00%

Project-based

$75 - $175 per hour depending on complexity

Other

Account minimum: $5,000 Fee-only: Financial Planning: Fixed fee typically $500 - $4,500; Hourly fee $75 - $175 per hour

Main office location

Savant Investment Advisers, Inc.

18257 Martin Avenue

Homewood IL 60430, United States

Number of offices

Most active in

Florida · Illinois · Indiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Lawyer

They provide legal services, typically billed separately.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 708-799-7477

Advisors at this firm

Melissa D

Series 66

Homewood, IL

Savant Investment Advisers, Inc.

Melissa Donoso is a financial advisor at Savant Investment Advisers, Inc. with a Series 66 designation and experience beginning in 2022. Prior to joining Savant, she worked at Baker Tilly LLP for 16 years. She also supports client and office matters as a registered assistant at Savant. Savant provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach emphasizes asset allocation and risk tolerance, utilizing model and advisor-managed portfolios with continuous monitoring and rebalancing.

General retirement planning Retirement withdrawal strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Michael C

Series 66

Homewood, IL

Savant Investment Advisers, Inc.

Michael Cameron is a financial advisor at Savant Investment Advisers, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Savant & Associates, Inc. since 2013. His other business activities include insurance sales focused on fixed annuities and life insurance. Savant provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach centers on asset-allocation planning and risk tolerance, offering model and advisor-managed portfolios with continuous monitoring and periodic rebalancing.

General retirement planning Retirement withdrawal strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Lisa C

Series 66

Homewood, IL

Savant Investment Advisers, Inc.

Lisa Cameron is a financial advisor with Savant Investment Advisers, Inc. She holds a Series 66 credential and has 21 years of industry experience. Cameron has been with Savant & Associates, Inc. and Royal Alliance Associates, Inc. since 2004 and also owns a CPA practice where she prepares income taxes. She serves as adjunct faculty at Moraine Valley Community College and is involved in consulting through Results Now, Inc. Savant Investment Advisers provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach emphasizes asset allocation, risk tolerance assessment, and continuous portfolio monitoring, utilizing model and advisor-managed portfolios with a variety of investment products.

General retirement planning Retirement withdrawal strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

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