Roger Summers
Haley & Summers Wealth Management · Fort Wayne , Indiana
Roger Summers is a fee-only financial advisor at Haley & Summers Wealth Management in Fort Wayne , Indiana. Haley & Summers Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Roger →
Facts
| Firm | Haley & Summers Wealth Management |
|---|---|
| Based in | Fort Wayne , Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $67M across 45 accounts |
| SEC registration | Investment adviser representative in IN · CRD 1360759 |
| Exams passed | Series 63 (1985) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | haleyandsummers.com |
How Roger's firm compares
- Haley & Summers Wealth Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 45 accounts).
Request an introduction to Roger
Tell Roger a little about what you're looking for. Roger isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Roger
Is Roger Summers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and Haley & Summers Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roger charge for financial advice?
Roger's firm, Haley & Summers Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Roger Summers based?
Roger Summers is based in Fort Wayne , Indiana.
Is Roger Summers registered with the SEC?
Yes. Roger Summers is registered as an investment adviser representative in IN (CRD 1360759), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Haley & Summers Wealth Management manage?
Haley & Summers Wealth Management reports $67M across 45 accounts in assets under management.
How do I contact Roger Summers?
Through Roger's website, haleyandsummers.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
- 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.
See something wrong? Request a correction. Read our methodology.