Evan
Goldfuss

Savant Wealth Management

CRD#6921585
Investment Advisor
in Rockford, IL

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About this Advisor

Evan Goldfuss is a certified financial planner operating out of Rockford, Illinois. Goldfuss works at Savant Wealth Management. The advisor has gained experience at Georgia'S Own Credit Union, University Of Alabama, Alpharetta Athletic Club, Cambridge High School, Savant Wealth Management, New York Life Insurance Company and Capital Directions, LLC. Goldfuss holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Georgia. Savant Wealth Management is an advisory company based in Rockford, IL. The firm has offices in 25 locations and a total of 333 people on staff. It administers $13 billion in assets under management between its 9,662 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 147 charities and foundations. Of its 9,662 accounts, 35% are associated with high-net-worth investors who have at least $1 million in investable assets. Savant Wealth Management provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically are based on which service is provided. However, fee types billed by Savant Wealth Management most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

190 Buckley Drive
Rockford, IL 61107

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Savant Wealth Management Brokerage Details

Total Assets Under Management

$13,426,997,985

IL Average: $6,674,516,078
Total Number of Employees

333

IL Average: 44
Total Number of Accounts

9,662

IL Average: 2,564
Average Account Size

$1,389,671

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Evan Goldfuss Work History

Evan has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Savant Wealth Management

2018 - 2023 (5 years)

Capital Directions, LLC

2017 - 2017 (< 1 year)

New York Life Insurance Company

2016 - 2016 (< 1 year)

Georgia'S Own Credit Union

2014 - 2017 (3 years)

University Of Alabama

2014 - 2015 (1 year)

Alpharetta Athletic Club

2012 - 2014 (2 years)

Cambridge High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Evan Goldfuss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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