Kilie Fae Smith
Investment adviser representative at Savant Wealth Management
14 yearsExperience
1 stateRegistered in
$55.6BFirm assets
33 yearsFirm in business
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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
14 years in the industry.
- Savant Wealth ManagementMay 2023 to now
- Domani WealthJun 2021 to May 2023
- UnemployedMay 2021 to Jun 2021
- ShiptNov 2020 to Dec 2021
- Elizabethtown CollegeDec 2019 to May 2021
- University of NewcastleJul 2019 to Dec 2019
- Pa Department of Labor and IndustryJun 2018 to Jul 2019
- Spooky Nook SportsMay 2018 to Mar 2020
- Elizabethtown CollegeAug 2017 to Jul 2019
- Weis MarketsJul 2015 to Jun 2018
- Dover Area School DistrictJan 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7585966
- Firm CRD
- 107271