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Credentials
Series 63, Series 65
Experience Industry experience
4 years
Location
Sheridan, MT
Summit Financial, LLC
Multi-team
Peter Anderson is a financial advisor at Summit Financial, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Clarity Capital Partners and New York Life. Outside his advisory role, he serves as CFO of Ruby Dell Ranch and works as a sales representative at Fit Concepts LLC. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of services including discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments.
Based on Summit Financial, LLC
Based on Summit Financial, LLC
Flat fees may be negotiated for other services; portfolio design fee may be charged upfront (amount not included in maximum annual fee).
$0+: Up to 1.50% annually maximum advisory fee (exclusive of program fees, sub-advisory fees, third-party manager fees, platform fees, and other fees) $0+: Additional Pontera platform fee of 0.30% (30 bps) where applicable: 0.25% to Pontera and 0.05% to Summit $0+: $120 annual Account Maintenance charge included in Program Fee, billed monthly or quarterly
Commission-based compensation earned by Financial Advisors in their capacity as insurance agents or broker-dealers for insurance and brokerage products, separate from Summit advisory fees.
Account minimum: $100,000 for TDS Managed Portfolios (waivable at Summit's discretion); no minimum for SAA, APM, or FMA programs; TPM minimums vary $25,000 to $1,000,000 (as per client agreement) Fee-only: Financial planning fees ranging generally from $2,000 to $25,000, payable in advance, negotiable based on complexity and client relationship.
Sheridan, MT
Sheridan MT
Advisors at this office
1
Montana
4 years of industry experience
Summit Financial, LLC
2025 - Present • 1 year
Parsippany, NJ
Clarity Capital Partners
2023 - 2025 • 2 years
Newport Beach, CA
Pathwise Group
2021 - 2025 • 4 years
Great Falls, MT
Pathwise, LLC d/b/a Pathwise Partners
2019 - 2021 • 2 years
Great Falls, MT
NYLIFE Securities LLC
2019 - 2021 • 2 years
Billings, MT
New York Life
2018 - 2021 • 3 years
Billings, MT
MVI
2015 - 2018 • 3 years
Great Falls, MT
Montana Valley Irrigation
2015 - 2018 • 3 years
Great Falls, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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