Summit Wealth Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$246,735,586
Clients
380
Advisors
4
of 6 employees
About
Summit Wealth Management Group is an SEC‑registered independent advisory that serves individuals and high‑net‑worth households with discretionary asset management and financial planning services. The firm provides these services through LPL Financial‑sponsored advisory programs and also offers a wrap‑fee program on the LPL Strategic Wealth Management platform.
Summit emphasizes continuous, customized account supervision and constructs portfolios using individual securities, mutual funds, ETFs, and model portfolios that blend active and passive strategies targeted to objectives such as growth with income and income with moderate growth. The firm employs technical analysis alongside long‑term purchase strategies, conducts periodic account reviews, and leverages a range of LPL program models (including algorithmic and third‑party strategist offerings) when appropriate.
Noteworthy features include acting as a wrap‑fee program sponsor via the LPL platform, a relatively uncommon arrangement among its peers, and being deemed to have custody for certain clients as a result of standing letters of authorization—controls and disclosures for which are described in the brochure. Additional distinguishing elements are a recent ownership restructuring that concentrated majority ownership in a single shareholder and a stated practice of transitioning legacy Class A mutual fund holdings to advisory “Platform” share classes; the firm manages roughly $250 million on a discretionary basis with a compact advisory team.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees for financial planning packages starting at $3,000 (Core), $4,000 (Comprehensive), and $5,000 (Advanced)
Commissionable securities sales offered through associated brokerage services; advisory representatives receive commissions on insurance products and commissionable securities sales
Hourly financial planning fees up to $400 per hour
Account minimum: $500,000 Minimum fee: Minimum fee of $3,000 for written financial plans; fee minimums may be waived at discretion Fee-only: Financial planning fees typically range from $500 to $10,000; hourly fees up to $400; flat fees for planning packages starting at $3,000
Main office
400 Camarillo Ranch Road, Suite 202
Camarillo CA 93012
Advisors at this office
4
Most active in
Arizona · California · Florida · Idaho · Nevada · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Quick links
Advisors at this firm
Neil W
Series 66
Camarillo, CA
Summit Wealth Management Group, Inc.
Neil Westerman is a financial advisor at Summit Wealth Management Group, Inc. with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, and Osaic FA, Inc. Westerman is currently affiliated with Summit and LPL Financial and participates in the firm's business operations. Summit Wealth Management Group is an SEC-registered independent advisory serving individuals and high-net-worth households with discretionary asset management and financial planning. The firm utilizes a blend of active and passive strategies, including individual securities, mutual funds, ETFs, and model portfolios, supported by technical analysis and regular account reviews.
Karen J
Series 66
Camarillo, CA
Summit Wealth Management Group, Inc.
Karen Jones is a financial advisor at Summit Wealth Management Group, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Screaming Eagle Wealth Management, Commonwealth Financial Network, Mass Mutual Investors Services, Massachusetts Mutual Greater Pacific, and MetLife Securities Inc. Summit Wealth Management Group is an SEC-registered independent advisory firm serving individuals and high-net-worth households with discretionary asset management and financial planning services. The firm offers customized portfolio construction using a blend of individual securities, mutual funds, ETFs, and model portfolios, combining active and passive strategies through LPL Financial-sponsored programs, including a wrap-fee program on the LPL Strategic Wealth Management platform.
Christina Z
CFP®, Series 66
Camarillo, CA
Summit Wealth Management Group, Inc.
Christina Zins is a CFP® professional with 10 years of industry experience. She is affiliated with Summit Wealth Management Group, Inc. and has worked there since 2020, alongside a tenure at LPL Financial from 2016 to 2020. Summit Wealth Management Group is an SEC-registered independent advisory firm serving individuals and high-net-worth households with discretionary asset management and financial planning. The firm utilizes a blend of active and passive strategies, technical analysis, and offers wrap-fee programs through the LPL platform.
Gerald Z
CFP®, ChFC®, Series 63, Series 65
Camarillo, CA
Summit Wealth Management Group, Inc.
Gerald Zins Jr. is a CFP® and ChFC® with 40 years of industry experience. He has worked at Summit Wealth Management Group, Inc. since 2014 and has been associated with LPL Financial since 2002, following an earlier tenure at Ameriprise. Outside of his advisory role, he serves as CFO of a family business and is a board member of Berkshire Corporate Center. Summit Wealth Management Group is an SEC-registered independent advisory that serves individuals and high-net-worth households with discretionary asset management and financial planning. The firm uses a combination of active and passive strategies tailored to client objectives, offering services through LPL Financial-sponsored programs including a wrap-fee program on the LPL Strategic Wealth Management platform.
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