Advisor at Summit Financial Wealth Advisors
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Firm
Summit Financial Wealth Advisors
Location
Lafayette, LA 70503
Credentials
Series 66
Industry experience
16 years
Toni Crawford is a financial advisor at Summit Financial Wealth Advisors with 16 years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network for 10 years before joining Summit in 2019. Outside of her advisory role, she is a limited partner in a family limited partnership, Comdata. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, pension consulting, and related advisory services. The firm offers tailored, typically discretionary advisory relationships and acts as an ERISA fiduciary for plan clients, with a service mix that includes structured notes, divorce financial consulting, and outsourced business management.
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)
1021 E. St. Mary Blvd.
Lafayette, LA 70503
Louisiana
Summit Financial Wealth Advisors
2019 - Present (7 years)
Commonwealth Financial Network
2009 - 2019 (10 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.
Series 63, Series 66
Lafayette, LA
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Kidd Vision Capital LLC
Series 63, Series 65
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Latticework Investments, LLC
Series 66
Youngsville, LA
Capital Financial Planners, LLC
Series 63, Series 65
Lafayette, LA
Meche and Associates LLC
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