Summit Wealth And Retirement Partners

Summit Wealth And Retirement Partners (CRD# 285972) is a financial advisory firm headquartered in San Ramon, CA. They manage $721,011,171 in 917 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
2000 Crow Canyon Place, Suite 410, San Ramon, CA 94583
http://www.summitwealthandretirement.com
By the Numbers
  • Total Assets Under Management
    721
    MILLION
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $786,272
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, ID, IN, NV, NY, OH, OR, TX, WA

Financial Advisors at Summit Wealth And Retirement Partners
Showing 1 - 6 of 6 top financial advisors.
1
Jennifer Butler, financial advisor San Ramon CA
Jennifer K. Butler
CRD#: 5569471
2000 Crow Canyon Place, Suite 410, San Ramon, CA 94583

Jennifer Butler (CRD# 5569471) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in San Ramon, CA and has over 11 years of experience in the finance industry.

2
Robert Cucchiaro, financial advisor San Ramon CA
Robert A. Cucchiaro
CRD#: 4582239
2000 Crow Canyon Place, Suite 410, San Ramon, CA 94583

Robert Cucchiaro (CRD# 4582239) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in San Ramon, CA and has over 20 years of experience in the finance industry.

3
Donald McCloskey, financial advisor San Ramon CA
Donald R. McCloskey
CRD#: 4579225
2000 Crow Canyon Place, Suite 410, San Ramon, CA 94583

Donald McCloskey (CRD# 4579225) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in San Ramon, CA and has over 15 years of experience in the finance industry.

4
Harold Porter, financial advisor San Ramon CA
Harold K. Porter
CRD#: 1192910
2000 Crow Canyon Place, Suite 410, San Ramon, CA 94583

Harold Porter (CRD# 1192910) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in San Ramon, CA and has over 40 years of experience in the finance industry.

5
Scott Terry, financial advisor San Ramon CA
Scott M. Terry
CRD#: 2009675
2000 Crow Canyon Place, Suite 410, San Ramon, CA 94583

Scott Terry (CRD# 2009675) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in San Ramon, CA and has over 33 years of experience in the finance industry.

6
Dustin Burkhart, financial advisor San Ramon CA
Dustin E. Burkhart
CRD#: 7164809
2000 Crow Canyon Place, Suite 410, San Ramon, CA 94583

Dustin Burkhart (CRD# 7164809) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in San Ramon, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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