SUMMIT WEALTH GROUP, LLC

Overview

Summit Wealth Group, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm leans toward equity-centered portfolios and favors exchange-traded instruments for core exposure, managing most client assets on a discretionary basis. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and project-based planning work. Summit Wealth Group does not report active ESG investing, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant. The adviser uses Charles Schwab & Co., Inc. as its primary custodian and maintains a relatively concentrated operational footprint across a handful of offices. Industry affiliations include working relationships with accounting professionals, consistent with a client base composed mainly of individuals and families seeking integrated tax and financial planning support.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices