Jeffrey Belmonte
SummitView Advisors · Belmont, Michigan
Jeffrey Belmonte is a fee-only financial advisor at SummitView Advisors in Belmont, Michigan, who holds the CFP credential. Jeffrey charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on equity compensation, retirement planning and small business owners.
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Specialties
Who they serve
- Pre-retirees
- Tech employees
Facts
| Firm | SummitView Advisors |
|---|---|
| Based in | Belmont, Michigan |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $68.3M across 302 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 2022821 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.summitviewadvisor.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Belmonte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and SummitView Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets.
How much does Jeffrey charge?
According to SummitView Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Jeffrey work with clients virtually?
Yes. SummitView Advisors says on its website that it works with clients remotely.
Where is Jeffrey Belmonte based?
Jeffrey Belmonte is based in Belmont, Michigan.
What does Jeffrey specialize in?
Jeffrey's specialties include equity compensation, retirement planning, small business owners, tax planning and estate & legacy planning. Jeffrey works with pre-retirees and tech employees.
What credentials does Jeffrey Belmonte hold?
Jeffrey Belmonte holds the CFP credential.
Is Jeffrey Belmonte registered with the SEC?
Yes. Jeffrey Belmonte is registered as an investment adviser representative in MI and TX (CRD 2022821), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SummitView Advisors manage?
SummitView Advisors reports $68.3M across 302 accounts in assets under management.
How do I contact Jeffrey Belmonte?
Through Jeffrey's website, www.summitviewadvisor.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
- SummitView Advisors 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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