Summit Financial Wealth Advisors

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Total assets under management

$1,799,431,900

Total clients

1,208

22% high-net worth

Total advisors

of 22 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$1,489,596

About

Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, high‑net‑worth clients, retirement plans, trusts, estates, and business entities. The firm also offers pension consulting for ERISA plans, outsourced business management services including bookkeeping and cash‑flow management, and divorce financial consulting through a Certified Divorce Financial Analyst.

Summit tailors portfolios to clients’ objectives and risk tolerances and implements advice through customized accounts or model strategies overseen by an investment committee that meets regularly. The firm employs a mix of analytical approaches (fundamental, technical, cyclical), may use margin and options in limited circumstances, and advises on a broad set of instruments including mutual funds, ETFs, structured notes, and partnership interests in real estate and oil and gas.

Summit is an indirect, wholly‑owned subsidiary of Focus Financial Partners and discloses relationships that allow it to offer third‑party cash and credit solutions facilitated through UPTIQ, an arrangement that produces indirect economic benefits to its parent. Certain advisory personnel are registered representatives of an unaffiliated broker‑dealer and licensed insurance agents who may receive trailing commissions on legacy insurance and brokerage products, and the firm’s combination of pension‑consulting, business management, and access to alternative/syndicated partnership investments and credit solutions constitutes material business lines and potential conflicts clients should consider.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Divorce consulting, business consulting & credit and cash management solutions

Expertise

Divorce financial planning Cash flow / budgeting

Occupation focus

Attorney Founder/Business Owner

Fee options

Fixed

Business Management Services fees are generally fixed fees based on estimated time at customary hourly rates

Percentage

$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)

Commissions

Insurance commissions and brokerage commissions on some securities transactions by registered representatives; separate from advisory fees

Project-based

Divorce Financial Consulting Services: $150/hour consultation and preparation; $75/hour travel and administrative; $200/hour court, mediation, arbitration attendance

Other

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)

Main office location

Summit Financial Wealth Advisors

1021 E. St. Mary Blvd.

Lafayette LA 70503, United States

Number of offices

Most active in

Alabama · Arkansas · Colorado · Florida · Georgia · Louisiana · Mississippi · Missouri · Oklahoma · Tennessee · Texas · Virginia

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.

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.

Forms ADV

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

Quick links

LinkedIn Facebook X Website 337-232-1141

Advisors at this firm

James D

Series 63

Gulfport, MS

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Wesley G

Series 65

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Charles R

Series 63, Series 66

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Paul G

Series 63, Series 65

Slidell, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Stephen H

Series 66

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Joel R

Series 65

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Toni C

Series 66

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Todd L

Series 63, Series 65

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Lena O

Series 65

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Suzette B

Series 65, Series 66

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Alida V

Series 63, Series 65

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Catherine B

Series 66

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

David R

CFP®, ChFC®, Series 63, Series 65

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Christopher B

Series 63, Series 65

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

Douglas D

Series 65

Lafayette, LA

Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner

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