Summit Wealth Management
Summit Wealth Management (CRD# 166118) is a financial advisory firm headquartered in Fairfield, CA. They manage $74,000,000 in 334 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management74MILLION
Total Number of Accounts334ACCOUNTS
Average Account Value$221,557
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Theodore Spinardi (CRD# 2302532) is an Investment Advisor Representative working at Summit Wealth Management in Fairfield, CA and has over 23 years of experience in the finance industry. Theodore Spinardi 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.