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Scott Douglas Michael

Advisor at Savant Wealth Management — York, PA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

30 years

Location

York, PA 17401

Savant Wealth Management logo

Savant Wealth Management

Enterprise

Total advisors

402

Across 56 offices

Clients per advisor

58 Typical

Avg AUM per client

$2,108,203 Very High

HNW client ratio

28% High

About

Scott Michael is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked at Domani Wealth, LLC and Pbwm Holdings. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed investment strategies, supported by in-house accounting, legal, and trust service affiliates.

Client services

Based on Savant Wealth Management

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

Expertise

Based on Savant Wealth Management

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting

Occupation focus

Based on Savant Wealth Management

Executive Founder/Business Owner Retired

Demographic focus

Based on Savant Wealth Management

Women Professionals Divorced

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Fee options

Fixed

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.

Percentage

$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%

Project-based

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.

Other

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.

Location

See office

York, PA

221 W Philadelphia Street, Suite 205

York PA 17401

Advisors at this office

2

Most active in

Pennsylvania

Work history

30 years of industry experience

Savant Wealth Management

2023 - Present • 3 years

Rockford, IL

Domani Wealth, Llc (Formerly Pbwm Holdings)

2017 - 2023 • 6 years

York, PA

Pbwm Holdings

2015 - 2017 • 2 years

York, PA

Disclosures

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

Business activities & affiliations

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Benjamin B

CFP®, TPCP®, Series 7, Series 63, Series 65

York, PA

The Financial Advisory Group

Benjamin Burkhart is a CFP® professional with three years of experience in financial advising, currently with The Financial Advisory Group in York, PA. His prior experience includes roles at LPL Financial LLC and Concentus Wealth Advisors. Outside of his advisory work, he is a partner and CFO of Mid Atlantic Car Fest LLC and pursues photography as a part-time activity. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans covering asset and liability analysis, tax and estate considerations, retirement, education, and cash flow. The firm emphasizes planning and consulting services without managing client assets or offering asset-based fees.

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

Jake K

CFP®, Series 65, Series 63, Series 7

York, PA

Harvest Rock Advisors, LLC

Jake is a financial planner and investment advisor at Harvest Rock Advisors, an independent financial services firm serving the greater Susquehanna Valley region. He works with clients 50+ to help them plan confidently and keep more of what they’ve built through smart tax, investment, and retirement planning. He is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Series 65, Series 7, and Series 63 securities licenses. Jake lives in Lancaster County, PA with his wife, kids, one dog, and one cat. When he's not at youth sporting events, he enjoys running and cycling. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harvest Rock Advisors, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC.

General tax planning General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Established Professionals
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Scott F

Series 65, Series 63

York, PA

Ford Investment & Retirement Management LLC

Scott Ford is a financial advisor at Ford Investment & Retirement Management LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he is also an engineer at Graham Packaging. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients, focusing on customized portfolios primarily composed of individual stocks and ETFs. The firm employs a mix of fundamental, technical, and charting analysis with a primarily short-term investment approach.

Retirement income strategy General retirement planning Cash flow / budgeting
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Shawn M

Series 65

York, PA

Lifetime Financial Foundations, LLC

Shawn Minnich is a financial advisor with Lifetime Financial Foundations, LLC in York, PA, holding a Series 65 designation and seven years of industry experience. He has worked at Lifetime Financial Foundations since 2019 and also maintains a role as an independent insurance agent since 2017. Lifetime Financial Foundations is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary and occasional non-discretionary investment management and financial planning, utilizing a blend of fundamental, proprietary, and technical strategies to develop customized portfolios.

Wealth management Cash flow / budgeting
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Adam S

CFP®, ChFC®, Series 63

York, PA

Saubel Financial Group

Adam Saubel is a CFP® and ChFC® with seven years of industry experience. He is the principal of Saubel Financial Group in York, PA, and has prior experience with Northwestern Mutual Wealth Management Company. He serves as adjunct faculty at Elizabethtown College and holds several nonprofit roles, including assistant treasurer for a cerebral palsy home and vice chair of the Children’s Aid Society. Saubel Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a variety of investment strategies including fundamental and quantitative analysis and modern portfolio theory. The firm typically manages accounts on a discretionary basis and offers educational seminars and workshops.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Tax strategies for small businesses
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Brian B

Series 66, Series 65

Red Lion, PA

BDB Wealth Advisors LLC

Brian Bordenkircher is a financial advisor at BDB Wealth Advisors LLC with four years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at HACC, Penn State, and Roosevelt University. Outside of advisory work, he is a licensed insurance agent. BDB Wealth Advisors LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities by providing portfolio management, financial planning, and pension consulting. The firm uses a combination of cyclical, fundamental, technical analysis, and modern portfolio theory to tailor investment strategies, including defined-outcome ETFs and optional ESG overlays.

ESG / Sustainable investing Annuities Founder/Business Owner
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