Advisor at Summit Financial Advisors
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Firm
Summit Financial Advisors
Location
Bradenton, FL
Credentials
CFP®, Series 63
Industry experience
52 years
Paul Koepfer is a CFP® professional with over 50 years of experience in the financial services industry. He is the sole advisor at Summit Financial Advisors, an independent firm he has been associated with since 1996. His career includes tenure at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Summit Financial Advisors provides comprehensive financial planning, investment consulting, and qualified retirement plan consulting to a diverse client base including individuals, trusts, estates, and organizations. The firm employs a tactical asset allocation approach grounded in Modern Portfolio Theory and analytical tools, offering recommendations without managing client portfolios or accepting trading discretion.
Based on Summit Financial Advisors
Based on Summit Financial Advisors
Fixed annual fees ranging from $1,000 to $50,000 per annum
Investment advisor representatives acting as registered representatives of LPL Financial LLC receive typical and customary commissions; specific amounts not stated
$100 to $300 per hour
Fee-only: Hourly fees ranging from $100 to $300 per hour; Fixed annual fees ranging from $1,000 to $50,000 per year; Combination of hourly and fixed fees also possible
Bradenton, FL
Florida · Pennsylvania
LPL Financial
2025 - Present (1 year)
Summit Financial Advisors
2019 - Present (7 years)
Cadaret, Grant & Co., Inc.
2019 - 2025 (6 years)
Cadaret, Grant & Co., Inc.
2010 - 2025 (15 years)
Summit Financial Advisors
1996 - Present (30 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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