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).
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Total Assets Under Management413MILLION
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Total Number of Accounts1,264ACCOUNTS
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Average Account Value$326,371
- 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
CA, CO, FL, GA, IL, IN, KS, LA, 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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.