Eric Walters
Summit Hill Wealth Management · Greenwood Village, Colorado
Eric Walters is a fee-only financial advisor at Summit Hill Wealth Management in Greenwood Village, Colorado, who holds the CFA and CFP credentials. Eric focuses on retirement planning, estate & legacy planning and founders (pre-exit). Summit Hill Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
Facts
| Firm | Summit Hill Wealth Management |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $145.7M across 204 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 4671811 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | summithillwealth.com |
| Profile |
How Eric's firm compares
- Summit Hill Wealth Management's average account is about $714,000, from its Form ADV (assets managed divided by 204 accounts).
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Questions about Eric
Is Eric Walters a fee-only financial advisor?
Yes. Eric Walters is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.
How does Eric charge for financial advice?
Eric's firm, Summit Hill Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Eric work with clients virtually?
Yes. Summit Hill Wealth Management says on its website that it works with clients remotely.
Where is Eric Walters based?
Eric Walters is based in Greenwood Village, Colorado.
What does Eric specialize in?
Eric's specialties include retirement planning, estate & legacy planning and founders (pre-exit). Eric works with executives and retirees.
What credentials does Eric Walters hold?
Eric Walters holds the CFA and CFP credentials.
Is Eric Walters registered with the SEC?
Yes. Eric Walters is registered as an investment adviser representative in CO and TX (CRD 4671811), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Summit Hill Wealth Management manage?
Summit Hill Wealth Management reports $145.7M across 204 accounts in assets under management.
How do I contact Eric Walters?
Through Eric's website, summithillwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Summit Hill Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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