Summit Wealth Partners, LLC
Summit Wealth Partners, LLC (CRD# 283648) is a financial advisory firm headquartered in Orlando, FL. They manage $480,999,848 in 1,421 accounts and serve the financial needs of clients across 19 states (or territories).
-
Total Assets Under Management481MILLION
-
Total Number of Accounts1,421ACCOUNTS
-
Average Account Value$338,494
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, IN, KS, LA, MD, MI, MO, NC, NJ, OH, PA, SC, TX, VA
Andrew Baker (CRD# 5753450) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 10 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.
Kristiana Daniels (CRD# 6589735) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 4 years of experience in the finance industry. Kristiana Daniels 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.
Andrew Dickens (CRD# 5638928) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 7 years of experience in the finance industry.
Sharon Hooper (CRD# 2530269) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 26 years of experience in the finance industry.
Jeffrey Janson (CRD# 1776745) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 32 years of experience in the finance industry. Jeffrey Janson 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.
Chad Leatherwood (CRD# 3065436) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Fort Myers, FL and has over 20 years of experience in the finance industry. Chad Leatherwood 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.
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.
Jason Print (CRD# 4262936) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 18 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.
Michael Rossi (CRD# 1387015) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Boardman, OH and has over 18 years of experience in the finance industry.
Stephen Santoro (CRD# 3047020) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Bonita Springs, FL and has over 16 years of experience in the finance industry.