# Jennifer Butler

> Jennifer Butler is a fee-only financial advisor at Summit Wealth & Retirement Partners in Eagle, Idaho, who holds the CFP credential. Jennifer 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.

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

## 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 (firm's website)
- **Assets under management (firm):** $978.1M across 1,018 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 5569471 (https://adviserinfo.sec.gov/individual/summary/5569471)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2012), Series 65 (2014)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.summitwealthandretirement.com

## Frequently asked questions

### Is Jennifer Butler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jennifer 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 Jennifer charge for financial advice?

Jennifer charges a percentage of assets and a one-time planning fee.

### How much does Jennifer charge?

According to Summit Wealth & Retirement Partners's website, checked October 30, 2026: one-time plans from $2,500.

### Where is Jennifer Butler based?

Jennifer Butler is based in Eagle, Idaho.

### What does Jennifer specialize in?

Jennifer's specialties include retirement planning and tax planning.

### What credentials does Jennifer Butler hold?

Jennifer Butler holds the CFP credential.

### Is Jennifer Butler registered with the SEC?

Yes. Jennifer Butler is registered as an investment adviser representative in CA (CRD 5569471), 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 Jennifer Butler?

Through Jennifer's website, www.summitwealthandretirement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5569471): 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.summitwealthandretirement.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.