Andrew Adolph
Advisor at Summit Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Summit Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Columbus, OH 43215
Credentials
Series 65
Industry experience
3 years
Andrew Adolph is a financial advisor at Summit Financial, LLC in Columbus, Ohio, holding a Series 65 designation with three years of industry experience. Prior to joining Summit Financial, he worked at Morgan Stanley and Huntington National Bank. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a combination of discretionary managed portfolios and advisor-directed programs, managing approximately $15 billion in client assets as of December 2024.
Based on Summit Financial, LLC
Based on Summit Financial, LLC
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Account minimum: $100,000 (for TDS Managed Portfolios, waivable); no minimum for SAA, APM, or FMA programs; TPMs have minimums ranging from $25,000 to $1,000,000, subject to negotiation. Minimum fee: Annual Account Maintenance charge of $120 per year billed monthly or quarterly. Fee-only: Financial planning fees generally range from $2,000 to $25,000 depending on complexity; negotiable and paid in advance.
577 W Nationwide Blvd., Suite 302
Columbus, OH 43215
Ohio
Summit Financial, LLC
2021 - Present (5 years)
Summit Financial, LLC
2021 - 2021 (1 year)
UnEmployed
2021 - 2021 (1 year)
Morgan Stanley
2019 - 2021 (2 years)
Huntington national Bank
2018 - 2018 (1 year)
THE Ohio State University
2015 - 2019 (4 years)
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