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).

By the Numbers
  • Total Assets Under Management
    431
    MILLION
  • Total Number of Accounts
    1,205
    ACCOUNTS
  • Average Account Value
    $357,335
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.

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

Financial Advisors at Summit Wealth Partners, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Jason P. Print
CRD#: 4262936
9045 Strada Stell Court, Suite 101, Naples, FL 34109
96
Wealthminder
score

Jason Print (CRD# 4262936) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 15 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.

2
David P. Cervone
CRD#: 702247
Boardman, OH
93
Wealthminder
score

David Cervone (CRD# 702247) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Boardman, OH and has over 9 years of experience in the finance industry.

3
Andrew T. Hansen
CRD#: 5285016
777 E Tahquitz Canyon Way, Suite 323, Palm Springs, CA 92262
93
Wealthminder
score

Andrew Hansen (CRD# 5285016) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Palm Springs, CA and has over 11 years of experience in the finance industry.

4
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 16 years of experience in the finance industry.

5
Bradley D. Towle
CRD#: 2251976
9045 Strada Stell Court, Suite 101, Naples, FL 34109
93
Wealthminder
score

Bradley Towle (CRD# 2251976) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 11 years of experience in the finance industry.

6
Chad A. Warrick
CRD#: 4013851
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
93
Wealthminder
score

Chad Warrick (CRD# 4013851) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 18 years of experience in the finance industry.

7
Amanda E. Pate
CRD#: 6848545
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
90
Wealthminder
score

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
Kristiana J. Daniels
CRD#: 6589735
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
89
Wealthminder
score

Kristiana Daniels (CRD# 6589735) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 2 years of experience in the finance industry.

9
Nicole M. Sadez
CRD#: 6488681
9045 Strada Stell Court, Suite 101, Naples, FL 34109
89
Wealthminder
score

Nicole Sadez (CRD# 6488681) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 2 years of experience in the finance industry.

10
Loredana O. Wollett
CRD#: 6574229
Jacksonville Beach, FL
89
Wealthminder
score

Loredana Wollett (CRD# 6574229) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Jacksonville Beach, FL and has over 2 years of experience in the finance industry.

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