Summit Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$744,368,504
Clients
445
Advisors
7
of 10 employees
About
Summit Wealth Group LLC provides personalized Financial Life Planning and wealth management to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations, delivering portfolio management and ongoing financial planning. The firm also offers tax preparation and tax‑planning services on a subscription basis and provides fixed‑fee financial consulting engagements.
Investment programs are built from a client discovery process into written Investment Policy Statements and asset‑allocation strategies tied to goals and risk tolerance, with most accounts managed on a discretionary basis and periodic use of third‑party managers. Summit notes it may employ tactical tools such as margin and short sales for clients with higher risk tolerances and uses artificial‑intelligence platforms for non‑specific research and industry analysis.
Noteworthy aspects disclosed in the brochure include in‑house tax preparation alongside investment advice and that certain professionals are registered representatives of Purshe Kaplan Sterling Investments, Inc., enabling the sale of commissionable products and the potential receipt of 12b‑1 fees. The brochure also discloses that some staff are licensed insurance agents who may transact insurance and receive commissions, a combination of services and affiliations that is less common among similarly sized team firms.
Client services
Expertise
Fee options
Financial Life Planning fixed fees $5,000 to $7,500; Financial Consulting fixed fees $5,000 to $10,000; Tax Preparation subscription fees $750 to $2,500 annually.
0.25% - 1.5% (blended tiered fee schedule, negotiable)
Certain professionals are registered representatives receiving customary commissions and 12b-1 fees for securities sales; commissions and 12b-1 fees are not offset against advisory fees.
Additional Financial Life Planning services beyond initial plan at $500 per hour.
Tax Preparation and Planning services charged on a fixed fee subscription basis ranging from $750 to $2,500 annually.
Account minimum: $1,000,000 Fee-only: Financial Life Planning fixed fees generally $5,000 to $7,500 per plan; Financial Consulting fixed fees $5,000 to $10,000; Tax Preparation subscription fees $750 to $2,500 annually.
Main office
20 B Hampton Road
Exeter NH 03833
Advisors at this office
7
Most active in
Colorado · Florida · Maine · Massachusetts · New Hampshire · New York · Vermont
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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
Advisors at this firm
Katherine A
Series 66
Exeter, NH
Summit Wealth Group LLC
Katherine Adams is a financial advisor with Summit Wealth Group LLC, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Summit Wealth Group since 2016. Summit Wealth Group LLC provides personalized financial life planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning, tax preparation, and consulting, employing client-specific investment policies and occasionally using tactical investment tools and artificial-intelligence platforms for research.
Abigail H
CFP®, Series 63, Series 65
Exeter, NH
Summit Wealth Group LLC
Abigail Hurlburt is a Certified Financial Planner® with 27 years of industry experience. She is a partner at Summit Wealth Group LLC and has held prior roles at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and other firms. Outside of her advisory work, she serves on the boards of the Weston Playhouse Theatre Group and Upper Valley Hostel, contributing to community organizations focused on the arts and housing. Summit Wealth Group LLC provides personalized financial life planning and wealth management services to individuals, families, trusts, charitable organizations, and corporations. The firm integrates portfolio management with tax preparation and consulting, using written Investment Policy Statements and asset-allocation strategies tailored to client goals and risk tolerance.
Sarah B
Series 65, Series 66
Exeter, NH
Summit Wealth Group LLC
Sarah Brookes Governo is a financial advisor at Summit Wealth Group LLC in Exeter, NH, with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Summit Wealth Group since 2015, following prior roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. from 2006 to 2008. Summit Wealth Group LLC is a seven-advisor team offering personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with tax preparation and planning services, employing client-specific investment policies and asset-allocation strategies, often managed on a discretionary basis.
Erik P
CFP®, Series 63, Series 66
Exeter, NH
Summit Wealth Group LLC
Erik Potts is a CFP® with 23 years of industry experience, currently serving as an advisor at Summit Wealth Group LLC since 2021. His prior work includes roles at Purshe Kaplan Sterling Investments and Panorama Wealth Strategies, among others. Outside of financial advising, he is involved in managing an auto dealership and aviation-related businesses. Summit Wealth Group LLC provides financial life planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm combines portfolio management with ongoing financial and tax planning, employing client-specific investment strategies and third-party managers, and integrates in-house tax preparation alongside investment advice.
Erik R
Series 66
Exeter, NH
Summit Wealth Group LLC
Erik Randall is a financial advisor at Summit Wealth Group LLC in Exeter, NH, holding a Series 66 designation with 11 years of industry experience. He has been with Summit Wealth Group since 2016. Summit Wealth Group provides personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning, tax preparation, and consulting services, employing client-specific investment policies and occasionally using tactical strategies and artificial intelligence tools.
Andrew S
Series 66
Exeter, NH
Summit Wealth Group LLC
Andrew Schwarz is a financial advisor with Summit Wealth Group LLC in Exeter, NH, holding a Series 66 designation and 11 years of industry experience. He has been with Summit Wealth Group since 2016, working as part of a seven-advisor team. Summit Wealth Group LLC offers personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm provides portfolio management and ongoing financial planning, as well as tax preparation and planning on a subscription basis and fixed-fee consulting, employing customized investment strategies and tactical tools tailored to client goals and risk tolerance.
Heather M
CFP®, Series 66
Exeter, NH
Summit Wealth Group LLC
Heather Meeks is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Summit Wealth Group LLC since 2016. She holds a Series 66 license and has served as a Trustee of the Trust Funds for the Town of Cornish, NH since 2006. Additionally, she works as an independent insurance agent for various companies. Summit Wealth Group LLC offers personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm combines portfolio management with tax preparation and planning, employing written Investment Policy Statements and asset-allocation strategies tailored to clients’ goals and risk tolerance.
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