Advisor at Summit Financial Wealth Advisors
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Firm
Summit Financial Wealth Advisors
Location
Gulfport, MS
Credentials
Series 63
Industry experience
25 years
James Dupuis is a financial advisor at Summit Financial Wealth Advisors with 25 years of industry experience. He previously worked at LPL Financial for 16 years and spent 40 years at Wright, Moore DeHart, Dupuis & Hutchinson, CPA. Outside of his advisory role, Dupuis manages several investment-related LLCs that hold securities and industrial real estate properties. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm provides tailored advisory relationships, acts as an ERISA fiduciary, and offers non-investment services such as business management and divorce financial consulting.
Based on Summit Financial Wealth Advisors
Based on Summit Financial Wealth Advisors
Business Management Services fees are generally fixed fees based on estimated time at customary hourly rates
$0 - $250,000: 1.25% annually (Equity & Mutual Fund Fee Schedule) $250,001 - $1,000,000: 1.00% annually (Equity & Mutual Fund Fee Schedule) $1,000,001+: 0.95% annually (Equity & Mutual Fund Fee Schedule) $0 - $250,000: 0.65% annually (Fixed Income Fee Schedule) $250,001+: 0.50% annually (Fixed Income Fee Schedule)
Insurance commissions and brokerage commissions on some securities transactions by registered representatives; separate from advisory fees
Divorce Financial Consulting Services: $150/hour consultation and preparation; $75/hour travel and administrative; $200/hour court, mediation, arbitration attendance
Account minimum: $50,000 Minimum fee: $500 minimum annual fee per account for portfolio management Fee-only: Fixed fees for pension consulting ($1,000 to $40,000 per year)
Gulfport, MS
Louisiana · Mississippi · Texas
Summit Financial Wealth Advisors
2025 - Present (1 year)
LPL Financial, llc
2009 - 2025 (16 years)
Wright, Moore DeHart, Dupuis, & Hutchinson, CPA
1980 - 2020 (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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