Advisor at Summit Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Summit Financial, LLC
Location
Long Beach Twp, NJ
Credentials
CFP®, Series 63
Industry experience
34 years
Kenneth Durfee is a CFP® with 34 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously worked with Summit Equities, Inc. and Summit Financial Resources, Inc. for 27 years. In addition to his advisory role, he manages KDD15 LLC, providing investment advisory and financial planning services. Summit Financial, LLC offers investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines discretionary managed portfolios with advisor-directed programs and reported approximately $15 billion in client assets as of December 2024.
Based on Summit Financial, LLC
Based on Summit Financial, LLC
Some Financial Advisors may charge flat fees for advisory or consulting services, negotiated individually.
Commissions earned by Financial Advisors from insurance and brokerage activities separate from advisory services.
Account minimum: $100,000 (for TDS Managed Portfolios, waivable); no minimum for SAA, APM, or FMA programs; TPMs have minimums ranging from $25,000 to $1,000,000, subject to negotiation. Minimum fee: Annual Account Maintenance charge of $120 per year billed monthly or quarterly. Fee-only: Financial planning fees generally range from $2,000 to $25,000 depending on complexity; negotiable and paid in advance.
Long Beach Twp, NJ
New Jersey
Summit Financial, LLC
2018 - Present (8 years)
Purshe Kaplan Sterling Investments - AP
2018 - Present (8 years)
Summit Equities, Inc.
1991 - 2018 (27 years)
Summit Financial Resources, Inc.
1991 - 2018 (27 years)
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