Summit Financial Planning, Inc.

Summit Financial Planning, Inc. (CRD# 117749) is a financial advisory firm headquartered in Glen Allen, VA. They manage $40,482,588 in 211 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $191,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

TX, VA

Financial Advisors at Summit Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John A. Hopkins
CRD#: 3114167
5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059
90
Wealthminder
score

John Hopkins (CRD# 3114167) is an Investment Advisor Representative working at Summit Financial Planning, Inc. in Glen Allen, VA and has over 4 years of experience in the finance industry.

2
Jennifer H. Luzzatto
CRD#: 1527156
5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059
90
Wealthminder
score

Jennifer Luzzatto (CRD# 1527156) is an Investment Advisor Representative working at Summit Financial Planning, Inc. in Glen Allen, VA and has 1 year of experience in the finance industry. Jennifer Luzzatto 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.

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