Summit Group Retirement Planners, Inc.

Summit Group Retirement Planners, Inc. (CRD# 169823) is a financial advisory firm headquartered in Exton, PA. They manage $108,400,000 in 182 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $595,604
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

NJ, PA

Financial Advisors at Summit Group Retirement Planners, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Derek C. Fiorenza
CRD#: 5825196
600 Eagleview Boulevard, Suite 300, Exton, PA 19341
93
Wealthminder
score

Derek Fiorenza (CRD# 5825196) is an Investment Advisor Representative working at Summit Group Retirement Planners, Inc. in Exton, PA and has over 6 years of experience in the finance industry.

2
Anthony J. Fiorenza, Aif
CRD#: 1149077
600 Eagleview Boulevard, Suite 300, Exton, PA 19341
93
Wealthminder
score

Anthony Fiorenza, Aif (CRD# 1149077) is an Investment Advisor Representative working at Summit Group Retirement Planners, Inc. in Exton, PA and has over 25 years of experience in the finance industry.

3
Mary E. Wagner
CRD#: 4183071
550 E. Swedesford Road, Suite 130, Wayne, PA 19087
83
Wealthminder
score

Mary Wagner (CRD# 4183071) is an Investment Advisor Representative working at Summit Group Retirement Planners, Inc. in Wayne, PA and has over 17 years of experience in the finance industry.

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