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).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $221,557
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
  • Pension consulting services
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 Management
Showing 1 - 1 of 1 top financial advisors.
1
Theodore J. Spinardi
CRD#: 2302532
5030 Business Center Drive, Suite 110, Fairfield, CA 94534
61
Wealthminder
score

Theodore Spinardi (CRD# 2302532) is an Investment Advisor Representative working at Summit Wealth Management in Fairfield, CA and has over 25 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.

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