A complete list of active advisors currently associated with Summit Consultants, Inc.
Warmer can help you find a great advisor at Summit Consultants, Inc. or one who fits your needs even better.
Summit Consultants, Inc. provides financial planning, retirement-plan design and consulting, and related advisory services for individuals, high‑net‑worth clients, businesses, and pension or profit‑sharing plans. The firm’s work includes insurance education, estate‑planning guidance, college and business succession planning, and implementation support rather than operating as a discretionary asset manager or custodian. The firm prepares comprehensive plans that integrate investment recommendations with insurance, tax, and estate considerations, and implements agreed actions through a series of meetings with routine monitoring and updates. Implementation and account activity may be carried out by associated persons in their capacities as registered representatives or insurance agents, while client assets are maintained by third‑party custodians. What is distinctive about the firm versus many peers is its direct affiliation with an attorney who provides estate planning services and an explicit pension/profit‑sharing plan consulting practice—features that are uncommon among investment‑manager firms. The brochure also discloses that the firm’s associated persons are registered with a broker‑dealer and may receive brokerage, 12b‑1, or insurance commissions, and that the firm generally uses planning fees rather than percentage‑of‑assets fees.
To learn more about the advisors currently working at Summit Consultants, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Wayne, IN
| 20
| |
Fort Wayne, IN
| 27
| |
Fort Wayne, IN
| 22
| |
Fort Wayne, IN
| 37
| |
Fort Wayne, IN
| 11
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)