Summit Wealth Management Group, Inc.

Overview

Summit Wealth Management Group, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2017. The firm serves both individual and family clients as well as institutional clients and positions itself around financial planning and portfolio management for individuals and small businesses. Its owner structure is individual ownership and it charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Summit does not identify as an active ESG investor and is not listed as a multistate or pension consultant adviser.

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Location & Offices