Jeremy Rowley
Summit Wealth · Haysville, Kansas
Jeremy Rowley is a fee-only financial advisor at Summit Wealth in Haysville, Kansas. Summit Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Summit Wealth |
|---|---|
| Based in | Haysville, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.7M across 48 accounts |
| SEC registration | Investment adviser representative in KS · CRD 7993141 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jeremy's firm compares
- Summit Wealth's average account is about $98,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Jeremy
Is Jeremy Rowley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Summit Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Summit Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeremy Rowley based?
Jeremy Rowley is based in Haysville, Kansas.
Is Jeremy Rowley registered with the SEC?
Yes. Jeremy Rowley is registered as an investment adviser representative in KS (CRD 7993141), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Summit Wealth manage?
Summit Wealth reports $4.7M across 48 accounts in assets under management.
How do I contact Jeremy Rowley?
Contact details aren't on file yet. Search for Summit Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas
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
- 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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