Jeffrey Kauffman
Summit Family Office Services · Woodinville, Washington
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.
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Specialties
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 | $6.5M across 15 accounts |
| SEC registration | Investment adviser representative in WA · CRD 2862943 |
| Exams passed | Series 63 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.summitfamilyoffice.com |
| Profile |
How Jeffrey's firm compares
- Summit Family Office Services's average account is about $433,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Jeffrey
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.
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 Family Office Services 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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