Summit Wealth Partners, LLC
Summit Wealth Partners, LLC (CRD# 283648) is a financial advisory firm headquartered in Orlando, FL. They manage $430,589,000 in 1,205 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management431MILLION
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Total Number of Accounts1,205ACCOUNTS
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Average Account Value$357,335
- 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, KS, LA, MI, MO, NC, NJ, OH, PA, SC, TX, VA
Jason Print (CRD# 4262936) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 16 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.
David Cervone (CRD# 702247) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Boardman, OH and has over 10 years of experience in the finance industry.
Andrew Hansen (CRD# 5285016) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Palm Springs, CA and has over 12 years of experience in the finance industry.
Michael Rossi (CRD# 1387015) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Boardman, OH and has over 16 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.
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.
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.
Nicole Sadez (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.
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.