Summit Wealth And Retirement Partners

Summit Wealth And Retirement Partners (CRD# 136918) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $28,050,708 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,402,535
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

Financial Advisors at Summit Wealth And Retirement Partners
Showing 1 - 4 of 4 top financial advisors.
1
Jennifer K. Butler
CRD#: 5569471
1990 N. California Blvd, Suite 930, Walnut Creek, CA 94596
93
Wealthminder
score

Jennifer Butler (CRD# 5569471) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in Walnut Creek, CA and has over 5 years of experience in the finance industry. Jennifer Butler 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
Harold K. Porter
CRD#: 1192910
1990 N. California Blvd, Suite 930, Walnut Creek, CA 94596
93
Wealthminder
score

Harold Porter (CRD# 1192910) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in Walnut Creek, CA and has over 34 years of experience in the finance industry.

3
Michael M. Metra
CRD#: 5179310
1990 N. California Blvd, Suite 930, Walnut Creek, CA 94596
88
Wealthminder
score

Michael Metra (CRD# 5179310) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in Walnut Creek, CA and has over 2 years of experience in the finance industry.

4
Robert A. Cucchiaro
CRD#: 4582239
1990 N. California Blvd, Suite 930, Walnut Creek, CA 94596
84
Wealthminder
score

Robert Cucchiaro (CRD# 4582239) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in Walnut Creek, CA and has over 14 years of experience in the finance industry. Robert Cucchiaro 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.