# Jeffrey Kauffman

> Jeffrey Kauffman is a fee-only financial advisor at Summit Family Office Services in Woodinville, Washington. Jeffrey focuses on family wealth transfer. Summit Family Office Services reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-kauffman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Summit Family Office Services
- **Based in:** Woodinville, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $6.5M across 15 accounts
- **Specialties:** Family wealth transfer
- **CRD:** 2862943 (https://adviserinfo.sec.gov/individual/summary/2862943)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2011)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.summitfamilyoffice.com/

## Frequently asked questions

### Is Jeffrey Kauffman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Summit Family Office Services 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's firm, Summit Family Office Services, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Jeffrey Kauffman based?

Jeffrey Kauffman is based in Woodinville, Washington.

### What does Jeffrey specialize in?

Jeffrey's specialties include family wealth transfer.

### Is Jeffrey Kauffman registered with the SEC?

Yes. Jeffrey Kauffman is registered as an investment adviser representative in WA (CRD 2862943), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Summit Family Office Services manage?

Summit Family Office Services reports $6.5M across 15 accounts in assets under management.

### How do I contact Jeffrey Kauffman?

Through Jeffrey's website, www.summitfamilyoffice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2862943): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.summitfamilyoffice.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.