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 provides discretionary portfolio management, written financial planning, retirement-plan advisory and consulting services to individuals (including high‑net‑worth clients), trusts, estates, and business entities. The firm reports about $249.5 million in regulatory assets under management and serves roughly 380 client relationships.
The firm emphasizes continuous account supervision and tailors investment strategies to client objectives, using a combination of individual stocks and bonds, mutual funds, ETFs, options and in‑house model portfolios (noted as Growth with Income and Income with Moderate Growth). It implements portfolios primarily through LPL Financial’s Strategic Wealth Management platform and makes use of multiple LPL‑sponsored programs, while offering both discrete financial planning engagements and ongoing planning services.
Distinctive features disclosed in the brochure include sponsorship of a wrap fee program through LPL — a capability that is relatively uncommon among similarly supported firms — and the firm’s stated practice of managing wrap and non‑wrap accounts on an individualized basis while receiving a portion of wrap fees. The firm also discloses a recent ownership change effective January 1, 2025 (an 80/20 ownership split), a transition away from recommending legacy Class A mutual fund shares toward platform share classes, and a formal set of tiered financial planning packages with ongoing plan options.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning packages with fixed fees (Core, Comprehensive, Advanced) starting from $3,000
Certain representatives are licensed insurance agents and may earn commissions from insurance and annuity sales; commissions are not earned on advisory accounts
Up to $400 per hour for financial planning and consulting services
Account minimum: $500,000 Minimum fee: $3,000 for written financial plans Fee-only: Financial planning hourly fees up to $400 per hour; financial planning packages $500 to $10,000; Core Package starts at $3,000; Comprehensive Package starts at $4,000; Advanced Package starts at $5,000; On-Going Financial Planning starts at $1,200
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. in Camarillo, CA, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Merrill and Bank of America, each spanning seven years. Summit Wealth Management Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm manages approximately $249.5 million in assets and offers tailored investment strategies using a combination of individual securities, mutual funds, ETFs, options, and proprietary model portfolios.
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 the Series 66 designation and has worked previously at 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 provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm manages approximately $249.5 million in assets and serves about 380 client relationships, utilizing a range of investment strategies implemented primarily through LPL Financial’s Strategic Wealth Management platform.
Christina Z
CFP®, Series 66
Camarillo, CA
Summit Wealth Management Group, Inc.
Christina Zins is a CFP® with ten years of industry experience, currently serving as a financial advisor at Summit Wealth Management Group, Inc. She has worked at Summit and LPL Financial in various capacities since 2016. Summit Wealth Management Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and businesses. The firm manages approximately $249.5 million in assets across about 380 client relationships and offers tailored investment strategies primarily through LPL Financial’s Strategic Wealth Management 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 is currently with Summit Wealth Management Group, Inc., where he has worked since 2014, and has also been affiliated with LPL Financial since 2002. Outside of his advisory role, he serves as CFO of a family business and is a for-profit board member, as well as co-trustee on a family trust managed by Summit. Summit Wealth Management Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm manages approximately $249.5 million in assets and offers tailored investment strategies that include individual securities, mutual funds, ETFs, options, and in-house model portfolios.
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