Advisor at Summit Ridge Advisors
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 Ridge Advisors
Location
Mapleton, UT 84664
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Matthew Stewart is a CFP® with 24 years of industry experience and is the sole advisor at Summit Ridge Advisors. His prior roles include positions at Parkland Securities and Sigma Financial Corporation. He is a co-owner of Matt Stewart & Associates, LLC, which provides financial education seminars. Summit Ridge Advisors is a fee-only registered investment adviser serving pension and profit-sharing plans, corporations, institutional plan sponsors, and individual clients. The firm employs a combination of modern portfolio theory and fundamental analysis, utilizing both passive and active strategies, and emphasizes retirement plan consulting with fiduciary and investment-manager services.
Based on Summit Ridge Advisors
Based on Summit Ridge Advisors
$0 - $500,000: 1.25% annually $500,001 - $750,000: 0.90% annually $750,001 - $1,000,000: 0.85% annually $1,000,001+: 0.75% annually
$200 per hour
Altruist One subscription fee generally 0.01% per month of assets in the subscribed account, subject to $1 minimum monthly fee for lower-balance accounts
Fee-only: Fee-only firm, no commissions or sales-related compensation.
724 S 1600 W #230
Mapleton, UT 84664
Idaho · Utah
Summit Ridge Advisors, LLC
2025 - Present (1 year)
MA Stewart, LLC
2019 - Present (7 years)
Parkland Securities
2018 - 2025 (7 years)
Spc
2010 - 2025 (15 years)
Sigma FInancial Corporation
2010 - 2017 (7 years)
Matt Stewart & Associates, LLC
2006 - Present (20 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com
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