SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Doing business as SUMMIT WEALTH AND RETIREMENT PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$978,085,825
Discretionary
$704,664,426
Non-discretionary
$273,421,399
Firm details
- CRD number
- 285972
- SEC file number
- 801-108910
- Main office
- EAGLE, ID, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.