Deann Stevens, Advisor at Savant Wealth Management
I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve.
0
Client Reviews
0.5% to 1.25%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Our ideal client is: *Engaged and open to guidance.
*Wants an active role in decision-making.
*Values long-term planning over short-term gains.
*Receptive to education on various financial planning areas.
* Proactive in communication and following agreed-upon action steps.
*Patient in pursuing meaningful results.
*Committed to building financial security and achieving both personal and professional goals.
*Wants an active role in decision-making.
*Values long-term planning over short-term gains.
*Receptive to education on various financial planning areas.
* Proactive in communication and following agreed-upon action steps.
*Patient in pursuing meaningful results.
*Committed to building financial security and achieving both personal and professional goals.
Clients who wouldNOTbe a good fit
Someone who is not a good fit is the opposite of our ideal client, i.e.: *Unwilling to share accurate or complete information about their financial situation.
*Focused primarily on short-term gains or “quick fixes” rather than long-term planning.
*Resistant to guidance, education, or professional recommendations.
*Inconsistent with communication or unwilling to follow agreed-upon action steps.
*Lacks commitment to building financial security or achieving long-term goals.
*Focused primarily on short-term gains or “quick fixes” rather than long-term planning.
*Resistant to guidance, education, or professional recommendations.
*Inconsistent with communication or unwilling to follow agreed-upon action steps.
*Lacks commitment to building financial security or achieving long-term goals.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.5% to 1.25%
Flat Fee/Retainer
$3,500 to $25,000
Meeting Options
In person meetings
Video meetings
Phone
Email
About Deann Stevens, Advisor at Savant Wealth Management
For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps you pursue your ideal future with purpose and discipline.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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