Summit Wealth Group LLC

Summit Wealth Group LLC (CRD# 282205) is a financial advisory firm headquartered in White River Junction, VT. They manage $222,700,000 in 703 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    703
    ACCOUNTS
  • Average Account Value
    $316,785
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
  • Selection of other advisers (including private fund managers)
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.

MA, NH, NY, VT

Financial Advisors at Summit Wealth Group LLC
Showing 1 - 8 of 8 top financial advisors.
1
Thomas C. Hartman
CRD#: 4099207
205 Billings Farm Road, Suite 2a, White River Junction, VT 05001
96
Wealthminder
score

Thomas Hartman (CRD# 4099207) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 16 years of experience in the finance industry. Thomas Hartman 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
Abigail L. Hurlburt
CRD#: 4011742
205 Billings Farm Road, Suite 2a, White River Junction, VT 05001
96
Wealthminder
score

Abigail Hurlburt (CRD# 4011742) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 16 years of experience in the finance industry. Abigail Hurlburt 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.

3
Heather S. Meeks
CRD#: 5400868
205 Billings Farm Road, Suite 2a, White River Junction, VT 05001
96
Wealthminder
score

Heather Meeks (CRD# 5400868) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 9 years of experience in the finance industry. Heather Meeks 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.

4
Thomas G. Wagner
CRD#: 2294909
205 Billings Farm Road, Suite 2a, White River Junction, VT 05001
96
Wealthminder
score

Thomas Wagner (CRD# 2294909) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 24 years of experience in the finance industry. Thomas Wagner 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.

5
Katherine Adams
CRD#: 4171657
205 Billings Farm Road, Suite 2a, White River Junction, VT 05001
93
Wealthminder
score

Katherine Adams (CRD# 4171657) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 16 years of experience in the finance industry.

6
Sarah Brookes-Governo
CRD#: 5062978
205 Billings Farm Road, Suite 2a, White River Junction, VT 05001
90
Wealthminder
score

Sarah Brookes-Governo (CRD# 5062978) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 10 years of experience in the finance industry.

7
Erik H. Randall
CRD#: 5928929
205 Billings Farm Road, Suite 2a, White River Junction, VT 05001
88
Wealthminder
score

Erik Randall (CRD# 5928929) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has 1 year of experience in the finance industry.

8
Andrew W. Schwarz
CRD#: 6106248
205 Billings Farm Road, Suite 2a, White River Junction, VT 05001
88
Wealthminder
score

Andrew Schwarz (CRD# 6106248) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has 1 year of experience in the finance industry.

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