Summit Wealth Partners, LLC

Summit Wealth Partners, LLC (CRD# 283648) is a financial advisory firm headquartered in Orlando, FL. They manage $378,000,000 in 1,020 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    378
    MILLION
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $370,588
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, FL, GA, KS, LA, MI, MO, NC, OH, SC, TX, VA

Financial Advisors at Summit Wealth Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
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 15 years of experience in the finance industry.

2
David P. Cervone
CRD#: 702247
Youngstown, OH
81
Wealthminder
score

David Cervone (CRD# 702247) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Youngstown, OH and has over 8 years of experience in the finance industry.

3
Susan M. Waters
CRD#: 1591121
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
81
Wealthminder
score

Susan Waters (CRD# 1591121) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 9 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.