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).
Total Assets Under Management40MILLION
Total Number of Accounts211ACCOUNTS
Average Account Value$191,861
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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.
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.