Harold Porter
Summit Wealth & Retirement Partners · Eagle, Idaho
Harold Porter is a fee-only financial advisor at Summit Wealth & Retirement Partners in Eagle, Idaho. Harold 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 | Eagle, Idaho |
| 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 |
| SEC registration | Investment adviser representative in CA, OR · CRD 1192910 |
| Exams passed | Series 63 (1983) · Series 65 (2003) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.summitwealthandretirement.com |
How Harold's firm compares
- A one-time plan starts at $2,500, above the US median of $2,000 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 Harold
Is Harold Porter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harold 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 Harold charge for financial advice?
Harold charges a percentage of assets and a one-time planning fee.
How much does Harold charge?
According to Summit Wealth & Retirement Partners's website, checked October 30, 2026: one-time plans from $2,500.
Where is Harold Porter based?
Harold Porter is based in Eagle, Idaho.
What does Harold specialize in?
Harold's specialties include retirement planning and tax planning.
Is Harold Porter registered with the SEC?
Yes. Harold Porter is registered as an investment adviser representative in CA and OR (CRD 1192910), 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 Harold Porter?
Through Harold'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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