Dustin Burkhart
Summit Wealth & Retirement Partners · Westfield Center, Ohio
Dustin Burkhart is a fee-only financial advisor at Summit Wealth & Retirement Partners in Westfield Center, Ohio, who holds the CFP credential. Dustin charges a percentage of assets and a one-time planning fee (one-time plans from $2,500) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Summit Wealth & Retirement Partners |
|---|---|
| Based in | Westfield Center, Ohio |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 |
| Accepting new clients | Yes |
| Assets under management | $978.1M across 1,018 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, ID, OH, TX · CRD 7164809 |
| Exams passed | Series 65 (2021) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.summitwealthandretirement.com |
| Profile |
How Dustin's firm compares
- A one-time plan starts at $2,500, above the Ohio median of $1,500 for fee-only firms that publish prices.
- Summit Wealth & Retirement Partners's average account is about $961,000, from its Form ADV (assets managed divided by 1,018 accounts).
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Questions about Dustin
Is Dustin Burkhart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dustin holds no broker registration, and Summit Wealth & Retirement Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dustin charge for financial advice?
Dustin charges a percentage of assets and a one-time planning fee.
How much does Dustin charge?
According to Summit Wealth & Retirement Partners's website, checked October 30, 2026: one-time plans from $2,500.
Where is Dustin Burkhart based?
Dustin Burkhart is based in Westfield Center, Ohio.
What does Dustin specialize in?
Dustin's specialties include retirement planning and tax planning.
What credentials does Dustin Burkhart hold?
Dustin Burkhart holds the CFP credential.
Is Dustin Burkhart registered with the SEC?
Yes. Dustin Burkhart is registered as an investment adviser representative in CA, ID, OH and TX (CRD 7164809), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Summit Wealth & Retirement Partners manage?
Summit Wealth & Retirement Partners reports $978.1M across 1,018 accounts in assets under management.
How do I contact Dustin Burkhart?
Through Dustin's website, www.summitwealthandretirement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Summit Wealth & Retirement Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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