Advisor at Summit Wealth Strategies Group, 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 Wealth Strategies Group, LLC
Location
Brighton, MI
Credentials
CFP®, Series 63, Series 66
Industry experience
15 years
Michael Demeyere is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Summit Wealth Strategies Group, LLC since 2009. Prior to founding the firm, he was associated with Cynosure Financial, Inc. for ten years. Summit Wealth Strategies Group is an independent, fee-only registered investment adviser providing investment management, financial planning, and consultation services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also manages corporate and institutional retirement plans and offers non-investment business consulting, emphasizing long-term asset allocation and diversification through individualized portfolio management.
Based on Summit Wealth Strategies Group, LLC
Based on Summit Wealth Strategies Group, LLC
Project-based fees determined at engagement based on hourly rate and scope; may require 50% retainer.
$0 - $500,000: 1.00% annually $500,001 - $999,999: 0.80% annually $1,000,000 - $3,000,000: 0.60% annually Over $3,000,000+: Negotiable
$200 per hour for Financial Planning and Consultation Services.
Fee-only: Adviser is fee-only; no commissions or sales charges accepted.
Brighton, MI
Michigan
Summit Wealth Strategies Group, LLC
2009 - Present (17 years)
Cynosure Financial, Inc.
2009 - 2019 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Series 63, Series 66
Brighton, MI
Grit and Lavender Financial Planning
Series 63, Series 65
Brighton, MI
Wealth & Wellness Group, LLC
Series 65, Series 66
Brighton, MI
Fiducial Partners LLC
CFP®
Howell, MI
Cultivate Financial Wellness, LLC
Julie Quick, CFP®, BFA™, CDFA® is founder of Cultivate Financial Wellness, a virtual practice where she caters her services to helping women all over the US navigate the financial challenges experienced before, during and after divorce. Working with a wide variety of clients throughout her 25+ year career has taught her that financial planning is about much more than numbers—it’s about paying attention to the values, emotions and life experiences of each individual person. Women, in particular, face unique financial challenges. These may include the long-term effects of the gender wage gap, time out of the workforce to care for family members, and longer life expectancies - all of which can be compounded by a divorce. Julie harnesses her personal and professional experience to help women move from feelings of uncertainty and insecurity to financial empowerment. Julie lives in Howell, Michigan, with her firefighter husband, Jeff, and their dog, Luger. When she isn’t working she enjoys all things fitness, traveling and working on home-improvement projects.
Series 65
Brighton, MI
Castle Wealth Group Investments LLC
CFP®, Series 65
Brighton, MI
Old Oak Financial Planning, Inc.
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