Summit Wealth Group

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Total assets under management

$1,353,760,295

Total clients

2,544

14% high-net worth

Total advisors

of 68 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$532,138

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Disclosures

Business activities & affiliations

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.

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.

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.

Main office location

Summit Wealth Group

13710 Struthers Road, Suite 115

Colorado Springs CO 80921, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 7196334033

Advisors at this firm

Jason R

CFP®, Series 63, Series 66

Colorado Springs, CO

Summit Wealth Group

Stefan H

CFP®, Series 63

Lakewood, CO

Summit Wealth Group

Scott W

Series 66

Nobleboro, ME

Summit Wealth Group

David N

CFP®, Series 63

Colorado Springs, CO

Summit Wealth Group

Carlos A

Series 63, Series 66

Colorado Springs, CO

Summit Wealth Group

Kurt W

CFP®, Series 63, Series 65

Colorado Springs, CO

Summit Wealth Group

Michael C

CFP®, Series 63

Franklin, TN

Summit Wealth Group

Stephen C

Series 66

Meridian, MS

Summit Wealth Group

Nathan A

CFP®, Series 63, Series 66

Colorado Springs, CO

Summit Wealth Group

Joshua J

CFP®, Series 63, Series 65

Lakewood, CO

Summit Wealth Group

Michael T

Series 66

Colorado Springs, CO

Summit Wealth Group

Joshua O

CFP®, Series 66

Colorado Springs, CO

Summit Wealth Group

Ross H

CFP®, Series 66

Colorado Springs, CO

Summit Wealth Group

Gary J

CFP®, Series 66

Colorado Springs, CO

Summit Wealth Group

David N

CFP®, Series 66

Scottsdale, AZ

Summit Wealth Group

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