SUMMIT FINANCIAL WEALTH ADVISORS

1021 E. St. Mary Blvd.
Lafayette, Louisiana 70503
Tel: 337-232-1141

About SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT FINANCIAL WEALTH ADVISORS, formally registered with the SEC as SUMMIT FINANCIAL WEALTH ADVISORS. The firm was established in 05/21/2014. They have over 5 offices throughout the country.

SUMMIT FINANCIAL WEALTH ADVISORS is a Lafayette, Louisiana based Financial Planning firm with nearly $1,430,463,689 assets under management, offering retirement planning & investment advisory services to 2455 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171278
SEC#	801-79686
Assets Managed by Firm	$1,430,463,689
No. of Clients	2455
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2455	$1,430,463,689
Individuals (other than high net worth individuals)	769	$253,927,234
High net worth individuals	263	$893,989,539
Pension and profit sharing plans	21	$185,907,012
Charitable organizations	5	$10,832,296
Corporations or other businesses	28	$85,807,608

More Retirement Planning firms in Lafayette, Louisiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NEWEDGE ADVISORS 858 Camp Street New Orleans, LA, 70130	$18,432,430,824	62249	570
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12

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