Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
PFS™, Series 65
Experience Industry experience
25 years
Location
Dover, DE 19904
Savant Wealth Management
Enterprise
Raymond Book III is a financial advisor at Savant Wealth Management with 25 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at Artisans Bank, Wealth Management Group, LLC, and R. F. Book & Co. CPAs. Outside of advising, he is involved in equipment leasing and life insurance monitoring through Book & Associates Leasing, LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related advisory services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.
Based on Savant Wealth Management
Based on Savant Wealth Management
Financial planning fixed fees from $250 to $10,000; divorce planning fixed fees $5,000 to $50,000 plus retainers; estate planning project fees minimum $500.
$0 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.20%
Estate planning and trust administration hourly rates: $75 to $275; Wealth transfer services hourly rates: $75 to $300; Financial planning consulting hourly fees $100 to $500; divorce planning hourly $125 to $500; executive planning hourly rates based on adjusted net worth.
Account minimum: $300,000 Minimum fee: Minimum annual fee for retirement plan services is $2,500; minimum annual fee for plan administration is $5,000; Custom Indexing Program minimum annual fee is $250. Fee-only: Stand-alone financial planning services: fixed base fees from $250 to $10,000; hourly fees $100 to $500; divorce planning fixed fees $5,000 to $50,000 plus retainers, hourly $125 to $500; Executive planning fees based on adjusted net worth; estate planning hourly rates from $75 to $300 depending on role; tax advisory fees $1,200 to $25,000; accounting and consulting fees $150 to $500 per hour or fixed based on service.
Dover, DE
220 Beiser Boulevard
Dover DE 19904
Advisors at this office
4
Delaware
25 years of industry experience
Savant Wealth Management
2023 - Present • 3 years
Rockford, IL
Artisans Bank
2007 - Present • 19 years
Wilmington, DE
Wealth Management Group, LLC
2001 - 2023 • 22 years
Dover, DE
R. F. Book & Co. CPAs
1977 - 2023 • 46 years
Dover, DE
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 65
Dover, DE
Big Investment Services
Daniel Venable is a Series 65-credentialed advisor with two years of industry experience. He is currently with Big Investment Services and previously worked at Boothe Investment Group, Inc. Outside of financial services, he has experience at Beracah Homes, Inc. and Enterprise Rent-A-Car. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach using index mutual funds, ETFs, and select individual equities, and offers distinctive services such as a wrap-fee program and third-party securities class-action claim monitoring.
CFP®
Dover, DE
CSG Financial
Steve has always felt that his role as an advisor should exclusively be to serve those who have put their trust in him and to do it to the best of his abilities, by any means necessary. So, he decided to take a step that many advisors are increasingly considering: 1. Transitioning to a fee-only model. 2. Requiring that all clients are always served in a fiduciary capacity. 3. Taking ownership and control of his practice. He believes this approach realigns his incentives with his clients' best interests and empowers him to develop financial plans free from undue influence. In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks among various other outdoor adventures like shark diving.
Series 65
Dover, DE
Big Investment Services
Anna Hibbitt is a Series 65 credentialed financial advisor at Big Investment Services with four years of industry experience. She previously held multiple roles at Boothe Investment Group, Inc. Outside of advising, she is a partner at Excel Bookkeeping, a nonprofit organization providing consulting, training, bookkeeping, and grant writing services. Big Investment Services offers discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $425 million and employs a tactical index investment approach that integrates fundamental, technical, and cyclical analysis to adjust portfolios within client risk tolerances.
Series 63, Series 65
Dover, DE
CSG Financial
Zachary Stone is a financial advisor at CSG Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Diamond State Financial Group, Securian Financial Services, and Cetera Advisor Networks. CSG Financial is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm provides discretionary investment management and financial planning, using a combination of passive and active strategies tailored to client needs.
CFP®, Series 66
Dover, DE
CSG Financial
Shane Galante is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at CSG Financial. Prior to joining CSG Financial, he held positions at Cetera Advisor Networks LLC and Diamond State Financial Group. In addition to his financial advisory work, Mr. Galante is a registered nurse at a mental health clinic. CSG Financial provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a blend of passive and active strategies, offers alternative investment options including cryptocurrency, and serves a range of clients through a small team of three advisors.
Series 63, Series 65
Dover, DE
Big Investment Services
David Boothe is a financial advisor at Big Investment Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Boothe Investment Group Inc. His outside business activity includes a partnership in DL FIVE LLC. Big Investment Services offers discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach and sponsors a wrap-fee program that combines advisory services with most transaction costs.
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