Hannah Fitzpatrick
Summit Financial Strategies, Inc. · Columbus, Ohio
Hannah Fitzpatrick is a fee-only financial advisor at Summit Financial Strategies, Inc. in Columbus, Ohio, who holds the CFP, ChFC and BS credentials. Summit Financial Strategies, Inc. reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Summit Financial Strategies, Inc. |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.31B across 4,149 accounts |
| Credentials | CFP · ChFC · BS · JD · MBA · CDFA · MS · CFA · CMT · CRPS |
| SEC registration | Investment adviser representative in OH, TX · CRD 7456965 |
| Firm size | 37 employees |
| Disclosures | None reported |
| Website | summitfin.com |
| Profile |
How Hannah's firm compares
- Summit Financial Strategies, Inc.'s average account is about $556,000, from its Form ADV (assets managed divided by 4,149 accounts).
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Questions about Hannah
Is Hannah Fitzpatrick a fee-only financial advisor?
Yes. Hannah Fitzpatrick is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Hannah's firm.
How does Hannah charge for financial advice?
Hannah's firm, Summit Financial Strategies, Inc., reports charging a percentage of assets on its SEC Form ADV.
Where is Hannah Fitzpatrick based?
Hannah Fitzpatrick is based in Columbus, Ohio.
What credentials does Hannah Fitzpatrick hold?
Hannah Fitzpatrick holds the CFP, ChFC, BS, JD, MBA, CDFA, MS, CFA, CMT and CRPS credentials.
Is Hannah Fitzpatrick registered with the SEC?
Yes. Hannah Fitzpatrick is registered as an investment adviser representative in OH and TX (CRD 7456965), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Summit Financial Strategies, Inc. manage?
Summit Financial Strategies, Inc. reports $2.31B across 4,149 accounts in assets under management.
How do I contact Hannah Fitzpatrick?
Through Hannah's website, summitfin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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