Summit Wealth Partners, LLC

Summit Wealth Partners, LLC (CRD# 283648) is a financial advisory firm headquartered in Orlando, FL. They manage $412,532,805 in 1,264 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    413
    MILLION
  • Total Number of Accounts
    1,264
    ACCOUNTS
  • Average Account Value
    $326,371
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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, CO, FL, GA, IL, IN, KS, LA, MI, MO, NC, NJ, OH, PA, SC, TX, VA

Financial Advisors at Summit Wealth Partners, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Andrew C. Baker
CRD#: 5753450
27499 Riverview Center Blvd., #126, Bonita Springs, FL 34134
96
Wealthminder
score

Andrew Baker (CRD# 5753450) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Bonita Springs, FL and has over 9 years of experience in the finance industry. Andrew Baker 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
Jason P. Print
CRD#: 4262936
9045 Strada Stell Court, Suite 101, Naples, FL 34109
96
Wealthminder
score

Jason Print (CRD# 4262936) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 17 years of experience in the finance industry. Jason Print 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
Michael T. Rossi
CRD#: 1387015
1039-b Boardman-canfield Road, Boardman, OH 44512
93
Wealthminder
score

Michael Rossi (CRD# 1387015) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Boardman, OH and has over 17 years of experience in the finance industry.

4
Bradley D. Towle
CRD#: 2251976
9045 Strada Stell Court, Suite 101, Naples, FL 34109
93
Wealthminder
score

Bradley Towle (CRD# 2251976) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 12 years of experience in the finance industry.

5
Chad A. Warrick
CRD#: 4013851
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
93
Wealthminder
score

Chad Warrick (CRD# 4013851) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 19 years of experience in the finance industry.

6
Benjamin D. White
CRD#: 5156910
One Orange Way, C4-s, Windsor, CT 06095
93
Wealthminder
score

Benjamin White (CRD# 5156910) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Windsor, CT and has over 12 years of experience in the finance industry.

7
Amanda E. Pate
CRD#: 6848545
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
90
Wealthminder
score

Amanda Pate (CRD# 6848545) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has 1 year of experience in the finance industry. Amanda Pate 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.

8
Nicole M. Bobek
CRD#: 6488681
9045 Strada Stell Court, Suite 101, Naples, FL 34109
89
Wealthminder
score

Nicole Bobek (CRD# 6488681) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 3 years of experience in the finance industry.

9
Kristiana J. Daniels
CRD#: 6589735
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
89
Wealthminder
score

Kristiana Daniels (CRD# 6589735) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 3 years of experience in the finance industry.

10
Loredana O. Wollett
CRD#: 6574229
Jacksonville Beach, FL
89
Wealthminder
score

Loredana Wollett (CRD# 6574229) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Jacksonville Beach, FL and has over 3 years of experience in the finance industry.

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