A complete list of active advisors currently associated with Summit Place Financial Advisors, LLC

Warmer can help you find a great advisor at Summit Place Financial Advisors, LLC or one who fits your needs even better.

Summit Place Financial Advisors, LLC provides discretionary, fee‑only investment advisory services and financial planning to individuals and high net worth individuals. As disclosed in its brochure, the firm managed approximately $300.4 million on a discretionary basis and delivers services through a team of four advisors. The firm implements portfolios primarily with individual equities and fixed income (and, to a lesser extent, mutual funds and ETFs), using long‑ and short‑term purchase strategies and treating cash as an asset class; its advisory fee generally includes financial planning and consulting. Summit Place typically recommends Charles Schwab as custodian, offers account aggregation via ByAllAccounts, and may recommend unaffiliated private investment funds to qualified clients. Compared with many peers, Summit Place operates from five offices and makes performance reporting and third‑party ratings part of its public communications, including providing written periodic reports summarizing account activity and performance. The brochure also discloses the firm’s formal AI policy governing use of AI tools and an explicit policy not to recommend direct cryptocurrency purchases absent client authorization.

To learn more about the advisors currently working at Summit Place Financial Advisors, LLC, 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.