Summit Financial Advisors, Inc.

Summit Financial Advisors, Inc. (CRD# 145007) is a financial advisory firm headquartered in Lebanon, OH. They manage $119,983,874 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $799,892
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OH

Financial Advisors at Summit Financial Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Peter B. Miller
CRD#: 4709231
41 N Broadway St, Lebanon, OH 45036
96
Wealthminder
score

Peter Miller (CRD# 4709231) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Lebanon, OH and has over 13 years of experience in the finance industry. Peter Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Roger L. Miller
CRD#: 852164
41 N Broadway St, Lebanon, OH 45036
96
Wealthminder
score

Roger Miller (CRD# 852164) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Lebanon, OH and has over 32 years of experience in the finance industry. Roger Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ellen M. Weed
CRD#: 4712621
41 N Broadway, Lebanon, OH 45036
96
Wealthminder
score

Ellen Weed (CRD# 4712621) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Lebanon, OH and has over 13 years of experience in the finance industry. Ellen Weed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Matthew A. Weed
CRD#: 5112691
41 N Broadway St, Lebanon, OH 45036
96
Wealthminder
score

Matthew Weed (CRD# 5112691) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Lebanon, OH and has over 10 years of experience in the finance industry. Matthew Weed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Dennis P. Vitori
CRD#: 852176
1046 Summit Drive, Middletown, OH 45042
77
Wealthminder
score

Dennis Vitori (CRD# 852176) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Middletown, OH and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.