Savant Investment Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$151,249,819
Clients
277
Advisors
3
of 3 employees
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
Expertise
Fee options
Financial Planning fixed fee typically $500 - $4,500 depending on complexity
$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%
$75 - $175 per hour depending on complexity
Account minimum: $5,000 Fee-only: Financial Planning: Fixed fee typically $500 - $4,500; Hourly fee $75 - $175 per hour
Main office
18257 Martin Avenue
Homewood IL 60430
Advisors at this office
3
Most active in
Florida · Illinois · Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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.
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.
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