Summit Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Summit Wealth Management provides financial planning, ongoing portfolio management, and pension consulting primarily for pooled and institutional accounts, including retirement plan sponsors, while also working with individual and small‑business clients. Its service set includes modular and broad financial plans, periodic educational workshops, and implementation of investment strategies through sub‑advisers when appropriate.
The firm manages portfolios on a discretionary basis using a Core+Satellite framework along with active and cash‑management strategies, and it conducts due diligence when recommending or engaging external institutional managers. While portfolio advisory compensation generally follows an asset‑based model, the firm also offers project‑based planning and hourly modular planning and runs complimentary educational seminars.
Distinctive for an investment manager of its size, the firm provides pension consulting services such as investment policy statement drafting, manager due diligence, substitution recommendations, and participant education, and it routinely selects other advisers for client mandates. The principal is also a licensed insurance agent who may recommend and sell insurance or annuity products—an arrangement the brochure discloses as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $1,000 to $20,000; retirement/pension plan fixed fees range from $2,000 to $20,000
$0 - $1,000,000: 1.50% (150 basis points) $1,000,001 - $2,000,000: 1.25% (125 basis points) $2,000,001 - $3,000,000: 1.00% (100 basis points) $3,000,001 - $4,000,000: 0.85% (85 basis points) $4,000,001 - $5,000,000: 0.70% (70 basis points) $5,000,001+: 0.60% (60 basis points)
$350 per hour, billed in 10-minute increments
Main office
Berlin MD
Advisors at this office
1
Most active in
Maryland
Also doing business as
Summit Wealth Management · Summit Wealth Management LLC
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.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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