Advisor at Summa Wealth Management
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
Summa Wealth Management
Location
Blanco, TX
Credentials
ChFC®, Series 63
Industry experience
14 years
Insurance products sales commissions received in addition to advisory fees
$200 per hour (may be negotiable depending on complexity)
Account minimum: $5,000 (may be negotiable based upon individual circumstances) Fee-only: Online Financial Planning: $50 - $285 annually based on service level In Person Financial Planning: 0.01% - 0.03% of total assets and liabilities annually Hourly Consulting Fee: $200 per hour (negotiable) Online Consulting Fee: $150 annually In Person Consulting Fee: 0.25% to 0.75% of assets under management Institutional Consulting Fee: 0.15% to 0.50% of portfolio size Asset Management Fee: 0.50% to 0.75% of assets under management
Summa Wealth Management
2016 - Present (10 years)
SummaIQ
2015 - Present (11 years)
Summa Life
2014 - Present (12 years)
Summa Financial Services
2014 - Present (12 years)
Alan Deetjen, Attorney at Law
1980 - Present (46 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.
Lawyer
They provide legal services, typically billed separately.
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:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Johnson City, TX
Wealth Keepers
Series 63, Series 66
Johnson City, TX
Momentum Independent Network Inc.
Series 66
Johnson City, TX
Momentum Independent Network Inc.
Series 63, Series 66
Lake Ann, MI
Private Advisor Group, Llc
Series 66
Spring Branch, TX
Edward Jones
CFP®, Series 63, Series 65
Blanco, TX
OSAIC
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