Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$744,368,504
Clients
445
50% high-net worth
Advisors
7
of 10 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
64
TypicalAverage account size
$1,672,738
Summit Wealth Group LLC provides personalized Financial Life Planning and wealth management to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations, delivering portfolio management and ongoing financial planning. The firm also offers tax preparation and tax‑planning services on a subscription basis and provides fixed‑fee financial consulting engagements.
Investment programs are built from a client discovery process into written Investment Policy Statements and asset‑allocation strategies tied to goals and risk tolerance, with most accounts managed on a discretionary basis and periodic use of third‑party managers. Summit notes it may employ tactical tools such as margin and short sales for clients with higher risk tolerances and uses artificial‑intelligence platforms for non‑specific research and industry analysis.
Noteworthy aspects disclosed in the brochure include in‑house tax preparation alongside investment advice and that certain professionals are registered representatives of Purshe Kaplan Sterling Investments, Inc., enabling the sale of commissionable products and the potential receipt of 12b‑1 fees. The brochure also discloses that some staff are licensed insurance agents who may transact insurance and receive commissions, a combination of services and affiliations that is less common among similarly sized team firms.
Financial Life Planning fixed fees $5,000 to $7,500; Financial Consulting fixed fees $5,000 to $10,000; Tax Preparation subscription fees $750 to $2,500 annually.
0.25% - 1.5% (blended tiered fee schedule, negotiable)
Certain professionals are registered representatives receiving customary commissions and 12b-1 fees for securities sales; commissions and 12b-1 fees are not offset against advisory fees.
Additional Financial Life Planning services beyond initial plan at $500 per hour.
Tax Preparation and Planning services charged on a fixed fee subscription basis ranging from $750 to $2,500 annually.
Account minimum: $1,000,000 Fee-only: Financial Life Planning fixed fees generally $5,000 to $7,500 per plan; Financial Consulting fixed fees $5,000 to $10,000; Tax Preparation subscription fees $750 to $2,500 annually.
Summit Wealth Group LLC
20 B Hampton Road
Exeter NH 03833, United States
Number of offices
2
Colorado · Florida · Maine · Massachusetts · New Hampshire · New York · Vermont
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.
Accountant / CPA / tax prep
They offer tax and accounting services, 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 66
Exeter, NH
Summit Wealth Group LLC
CFP®, Series 63, Series 65
Exeter, NH
Summit Wealth Group LLC
Series 65, Series 66
Exeter, NH
Summit Wealth Group LLC
CFP®, Series 63, Series 66
Exeter, NH
Summit Wealth Group LLC
Series 66
Exeter, NH
Summit Wealth Group LLC
Series 66
Exeter, NH
Summit Wealth Group LLC
CFP®, Series 66
Exeter, NH
Summit Wealth Group LLC
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