Summit Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high‑net‑worth clients, as well as trusts, estates and businesses, with an emphasis on retirement planning. The firm manages discretionary and non‑discretionary accounts and reports roughly $182 million in assets under management for about 282 clients.
Investment advice is tailored to each client’s goals, time horizon and risk tolerance, typically emphasizing longer‑term asset allocation implemented with mutual funds, exchange‑traded funds and selected individual securities. The firm may employ a range of instruments—including equities, fixed income, options and derivatives—and reviews and rebalances accounts periodically; it also addresses retirement rollovers and states compliance with DOL PTE 2020‑02 when advising on retirement accounts.
Several organizational features distinguish the firm from many peers: the adviser is affiliated with owner‑operated tax and consulting entities (Integrated Tax Solutions and Integrated Financial Solutions) and delivers services under the d/b/a Integrated Wealth Solutions, creating potential referral and fee conflicts the brochure discloses. The firm also uses a third‑party platform (Pontera) to manage held‑away participant accounts and participates in third‑party referral programs (SmartVestor and SmartAsset), which are notable operational choices for a small advisor team.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees up to $5,000, variable depending on scope and complexity.
Follow-up financial planning implementation billed at rates not to exceed $300 per hour.
Fee-only: Financial planning fees up to $5,000; follow-up implementation work billed up to $300/hour.
Main office
9175 S Yale Avenue, Suite 100
Tulsa OK 74137
Advisors at this office
3
Most active in
Arizona · California · Colorado · Florida · New Hampshire · Oklahoma · Texas
Also doing business as
Integrated Wealth Solutions, LLC · Summit Wealth Group · Summit Wealth Group, Inc. · Summit Wealth Group, LLC · Summit Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Luke S
CFP®, Series 65
Tulsa, OK
Summit Wealth Group, LLC
Luke Spinardi is a CFP® with five years of industry experience, currently serving as a financial advisor at Summit Wealth Group, LLC. His background includes roles at Helmerich & Payne and Switzer Enterprises, as well as educational experience at Oral Roberts University. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, trusts, estates, and businesses, with a focus on retirement planning. The firm employs tailored investment strategies using mutual funds, ETFs, and selected securities, managing both discretionary and non-discretionary accounts.
Theodore S
CFP®, Series 63, Series 65
Tulsa, OK
Summit Wealth Group, LLC
Theodore Spinardi II is a CFP® with 33 years of industry experience, currently serving at Summit Wealth Group, LLC in Tulsa, OK. He has held roles at LPL Financial, Purshe Kaplan Sterling Investments, and has founded multiple entities including Integrated Financial Solutions and Integrated Wealth Solutions. In addition to his advisory work, he is involved in tax planning services and business formation through his related ventures. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses, with a focus on retirement planning. The firm manages discretionary and non-discretionary accounts with a tailored investment approach that emphasizes long-term asset allocation using mutual funds, ETFs, and selected individual securities.
Mitchell B
Series 65
Tulsa, OK
Summit Wealth Group, LLC
Mitchell Benefiel is a financial advisor at Summit Wealth Group, LLC in Tulsa, Oklahoma, holding a Series 65 designation. He has experience working with firms including Integrated Tax Solutions and Morse and Co. Outside of finance, he has a background that includes work at Charleston's Restaurant and roles in education. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses, with an emphasis on retirement planning. The firm offers tailored investment advice using a variety of instruments and maintains affiliations with tax and consulting entities to support its services.
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