Michael McGill
Summit Investments & Financial Planning · Uniontown, Ohio
Michael McGill is a fee-only financial advisor at Summit Investments & Financial Planning in Uniontown, Ohio, who holds the CFA credential. Michael charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | Summit Investments & Financial Planning |
|---|---|
| Based in | Uniontown, Ohio |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $10.3M across 71 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 6053794 |
| Exams passed | Series 65 (2012) · Series 66 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.summitifp.com |
| Profile |
How Michael's firm compares
- Summit Investments & Financial Planning's average account is about $145,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Michael
Is Michael McGill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Summit Investments & Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael charges a percentage of assets.
How much does Michael charge?
According to Summit Investments & Financial Planning's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Michael McGill based?
Michael McGill is based in Uniontown, Ohio.
What does Michael specialize in?
Michael's specialties include retirement planning.
What credentials does Michael McGill hold?
Michael McGill holds the CFA credential.
Is Michael McGill registered with the SEC?
Yes. Michael McGill is registered as an investment adviser representative in OH (CRD 6053794), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Summit Investments & Financial Planning manage?
Summit Investments & Financial Planning reports $10.3M across 71 accounts in assets under management.
How do I contact Michael McGill?
Through Michael's website, www.summitifp.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 Investments & Financial Planning 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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