Charles Swan Bean

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1996 → 02/2026
  Heritage Financial Services
  Westwood, MA
• 02/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2000-09-09 → 2026-03-19
  Heritage Financial Services
  Norwood, MA
  Westwood, MA
• 2001-10-04 → 2009-07-02
  Commonwealth Financial Network
  Northborough, MA
  Norwood, MA
  Sturbridge, MA
  Norwood, MA
  Newton, MA
  Norwood, MA
  Norwood, MA
  Stoneham, MA

Other Businesses

1. TRUSTEE FOR FAMILY TRUST, NON-INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1991-08-01

Designations

• Chartered Financial Consultant

Other Names

• Chuck Bean
• Charles S Bean