Summit Wealth Management Group, Inc.

Summit Wealth Management Group, Inc. (CRD# 170029) is a financial advisory firm headquartered in Camarillo, CA. They manage $193,624,812 in 679 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    679
    ACCOUNTS
  • Average Account Value
    $285,162
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
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, TX

Financial Advisors at Summit Wealth Management Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Dustin R. Dockter
CRD#: 5847431
400 Camarillo Ranch Road, Suite 202, Camarillo, CA 93012
96
Wealthminder
score

Dustin Dockter (CRD# 5847431) is an Investment Advisor Representative working at Summit Wealth Management Group, Inc. in Camarillo, CA and has over 7 years of experience in the finance industry. Dustin Dockter 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
Nicholas J. Goodwin
CRD#: 5043116
400 Camarillo Ranch Road, Suite 202, Camarillo, CA 93012
96
Wealthminder
score

Nicholas Goodwin (CRD# 5043116) is an Investment Advisor Representative working at Summit Wealth Management Group, Inc. in Camarillo, CA and has over 12 years of experience in the finance industry. Nicholas Goodwin 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
Gerald J. Zins
CRD#: 1507393
400 Camarillo Ranch Road, Suite 202, Camarillo, CA 93012
96
Wealthminder
score

Gerald Zins (CRD# 1507393) is an Investment Advisor Representative working at Summit Wealth Management Group, Inc. in Camarillo, CA and has over 22 years of experience in the finance industry. Gerald Zins 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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