SUMMIT WEALTH GROUP LLC

20b Hampton Road
Exeter, New Hampshire 03833
Tel: 802-295-5300

About SUMMIT WEALTH GROUP LLC

SUMMIT WEALTH GROUP LLC, formally registered with the SEC as SUMMIT WEALTH GROUP LLC. The firm was established in 12/23/2015. They have over 2 offices throughout the country.

SUMMIT WEALTH GROUP LLC is a Exeter, New Hampshire based Financial Planning firm with nearly $656,268,782 assets under management, offering retirement planning & investment advisory services to 1401 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282205
SEC#	801-107026
Assets Managed by Firm	$656,268,782
No. of Clients	1401
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1401	$656,268,782
Individuals (other than high net worth individuals)	213	$79,750,778
High net worth individuals	214	$561,159,683
Pension and profit sharing plans	11	$15,243,873
Charitable organizations	Fewer than 5 clients	$114,448

More Retirement Planning firms in Exeter, New Hampshire:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Exeter, New Hampshire

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.