Advisor at Summit Wealth and Retirement Partners — Eagle, ID
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.
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.
Credentials
CFP®, Series 66
Experience Industry experience
23 years
Location
Eagle, ID 83616
Summit Wealth and Retirement Partners
Team
Clients per advisor
49 TypicalAvg AUM per client
$2,799,869 Very HighHNW client ratio
56% Very HighRobert Cucchiaro is a CFP® certificant and Series 66 licensee with 23 years of experience in the financial industry. He is currently a financial advisor at Summit Wealth and Retirement Partners, where he has worked since 2012, and has prior experience with Lincoln Financial Advisors Corporation and Mutual Securities, Inc. In addition to his advisory role, he is involved in financial advisor coaching through Financial Advisor Field Guide and has a partial ownership in a tax services business. Summit Wealth and Retirement Partners is an SEC-registered advisory team of seven professionals managing approximately $978 million in client assets for individuals, business entities, and charitable organizations. The firm employs risk-based, diversified portfolios primarily using no-load mutual funds and ETFs, offers financial planning and pension consulting services, and is affiliated with a separate accounting practice providing tax and enrolled-agent services.
Based on Summit Wealth and Retirement Partners
Based on Summit Wealth and Retirement Partners
Financial planning fees from $2,500 to $100,000 annually.
$0 - $10,000,000: 1.00% annually Above $10,000,000+: Negotiable
Certain supervised persons earn commissions from sales of securities and insurance products.
Account minimum: $500,000 Minimum fee: Flat annual financial planning fee ranging from $2,500 to $100,000 per year, charged quarterly in advance.
Eagle, ID
435 E Shore Drive, Suite 220
Eagle ID 83616
Advisors at this office
4
California · Idaho · Texas
23 years of industry experience
Financial Advisor Field Guide
2022 - Present • 4 years
Eagle, ID
GLG Consulting
2018 - 2023 • 5 years
New York, NY
Mutual Securities, Inc.
2016 - Present • 10 years
Eagle, ID
Summit Tax Planning dba Data Count Tax & Financial Services
2014 - Present • 12 years
San Ramon, CA
Summit Wealth & Retirement Partners
2012 - Present • 14 years
San Ramon, CA
Lincoln Financial Advisors Corporation
2002 - 2012 • 10 years
San Ramon, CA
The Lincoln National Life Insurance Company
2002 - 2006 • 4 years
Fort Wayne, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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