Huntsville, AL Office

Team
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Savant Wealth Management logo

Savant Wealth Management

Enterprise

Firm-wide stats for Savant Wealth Management

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

Savant Wealth Management serves individuals, families, pension and profit‑sharing plans, charitable organizations, corporations, and high‑net‑worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm also delivers related implementation services through affiliated entities, including accounting and business advisory (SABA), an affiliated law firm (Savant Legal), and trust services under its Savant Private Trust arrangement.

The firm’s investment approach blends evidence‑based, model‑driven asset allocation using mutual funds and ETFs with a suite of actively managed strategies and sub‑advised mandates. Savant’s actively managed offerings can include individual equities, fixed‑income securities, options and derivative overlays, the use of margin or securities‑backed lines of credit, custom indexing, and a digital advice option through Betterment for Advisors, all overseen by an investment committee and periodic fiduciary reviews.

Distinctive features include the firm’s scale — roughly $55.6 billion in AUM with about 397 advisors, yielding AUM per advisor above $200 million, a relatively uncommon level that supports broader in‑house capabilities and centralized resources. Savant’s branded divorce transition program (Wife2CFO), its integrated accounting and legal affiliates, private trust operations, and placement/cash‑depository relationships are notable operational differentiators that can affect service delivery and create potential conflicts of interest to consider.

Based on Savant Wealth Management

Expertise

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

Based on Savant Wealth Management

Occupation focus

Executive Founder/Business Owner Retired

Based on Savant Wealth Management

Demographic focus

Women Professionals Divorced

Based on Savant Wealth Management

Location

3810 Governors Drive NW, Suite 100

Huntsville AL 35805

Advisors at this office

8

Advisors at this office

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James G

CFP®, Series 63, Series 66

Huntsville, AL

Savant Wealth Management

James Gunter II is a CFP® professional with 13 years of experience in financial advising, currently with Savant Wealth Management. His prior experience includes roles at Bridgeworth LLC, LPL Financial, and Fleishel Financial Associates. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Stewart W

CFP®, Series 66

Huntsville, AL

Savant Wealth Management

Stewart Whitt is a CFP® and holds the Series 66 designation with 17 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously held roles at Bridgeworth, LLC and LPL Financial, LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team and integrated accounting, legal, and trust affiliates.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Brian H

CFP®, ChFC®, PFS™, Series 63

Huntsville, AL

Savant Wealth Management

Brian Hinson is a CFP®, ChFC®, and PFS™ credentialed financial advisor at Savant Wealth Management with 29 years of industry experience. He previously worked at Bridgeworth, LLC and LPL Financial for eight years before joining Savant. Outside of his advisory work, he manages business matters for a family-owned company, Foster Properties Ltd. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies and affiliated legal and accounting services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Stephanie F

CFP®, Series 65

Huntsville, AL

Savant Wealth Management

Stephanie Faught is a CFP® with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Her prior experience includes roles at Bridgeworth Wealth Management and self-employment in the financial sector. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Adam M

CFP®, Series 63, Series 66

Huntsville, AL

Savant Wealth Management

Adam Munger is a CFP® professional at Savant Wealth Management with 17 years of industry experience. He has held roles at Bridgeworth Wealth Management, TD Ameritrade, and Scottrade prior to joining Savant in 2023. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and supports these services with affiliated accounting, legal, and trust entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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David H

Series 65

Huntsville, AL

Savant Wealth Management

David Hart is a financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 65 designation and previously worked at BMSS Wesson Wealth Solutions and the Culverhouse College of Business. Outside of finance, his background includes roles in education and the hospitality sector. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by affiliated legal, accounting, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
user avatar

Andrew D

CFP®

Huntsville, AL

Savant Wealth Management

Andrew D'amico is a CFP® with three years of industry experience. He has worked at Savant Wealth Management since 2023 and previously spent several years at Bridgeworth Wealth Management. Prior to his financial advisory career, he served 20 years in the United States Army. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house capabilities and affiliated legal and accounting services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
user avatar

Jennifer J

CFP®

Huntsville, AL

Savant Wealth Management

Jennifer Jesup is a CFP® professional with four years of industry experience. She currently works at Savant Wealth Management and previously held roles at Bridgeworth Wealth Management, as well as a position at The University of Alabama. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house capabilities and affiliated service entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
View complete list of advisors at this office
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