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).

By the Numbers
  • Total Assets Under Management
    481
    MILLION
  • Total Number of Accounts
    1,421
    ACCOUNTS
  • Average Account Value
    $338,494
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.

AZ, CA, CO, FL, GA, IL, IN, KS, LA, MD, MI, MO, NC, NJ, OH, PA, SC, TX, VA

Financial Advisors at Summit Wealth Partners, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Andrew C. Baker
CRD#: 5753450
9045 Strada Stell Ct, Ste 101, Naples, FL 34109

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.

2
Kristiana J. Daniels
CRD#: 6589735
9045 Strada Stell Ct, Suite 101, Naples, FL 34109

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.

3
Andrew M. Dickens
CRD#: 5638928
800 N. Orange Avenue, Suite 302, Orlando, FL 32801

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.

4
Sharon K. Hooper
CRD#: 2530269
800 N. Orange Avenue, Suite 302, Orlando, FL 32801

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.

5
Jeffrey E. Janson
CRD#: 1776745
9045 Strada Stell Ct, Ste 101, Naples, FL 34109

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.

6
Chad D. Leatherwood
CRD#: 3065436
15050 Elderberry Lane, Suite 6-11, Fort Myers, FL 33907

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.

7
Amanda E. Pate
CRD#: 6848545
800 N. Orange Avenue, Suite 302, Orlando, FL 32801

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
Jason P. Print
CRD#: 4262936
9045 Strada Stell Court, Suite 101, Naples, FL 34109

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.

9
Michael T. Rossi
CRD#: 1387015
1039-b Boardman-canfield Road, Boardman, OH 44512

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.

10
Stephen V. Santoro
CRD#: 3047020
Bonita Springs, FL

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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.