Summit Planning Group, LLC

Overview

Summit Planning Group, LLC is an individually owned limited liability company that positions itself as a fee-for-service planning and consulting practice. Its reported advisory activities focus on financial planning and pension consulting, and the firm bills clients using hourly charges and fixed fees rather than asset-based fees. Summit is not identified as a capital allocator and does not report active ESG investing. The firm is not described as a multi-state adviser and is not affiliated with related adviser entities.

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Location & Offices