Cole George Samson
Investment adviser representative at Savant Wealth Management
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$55.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Savant Wealth ManagementMay 2026 to now
- The Investment Counsel CompanyFeb 2025 to May 2026
- Heritage Financial ServicesJul 2022 to Jan 2025
- Next Generation WealthJun 2021 to Apr 2022
- Dream Big Wealth StrategiesMar 2021 to Apr 2022
- O'bannon, Anaya, & Co.May 2019 to Aug 2019
- Bentley University FootballJan 2019 to Nov 2021
- Bentley UniversityAug 2018 to Jul 2022
- Ati Physical TherapyJun 2018 to Aug 2018
- Next Level Youth FootballJan 2017 to Mar 2018
- Bishop Gorman High SchoolJul 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MA, NV).
Savant Wealth Management
Legal name: Savant Capital, LLC
$55.6BAssets managed
24,034Clients
392Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7361354
- Firm CRD
- 107271