Sarah Haizlip
Summit Asset Management · Pensacola Beach, Florida
Sarah Haizlip is a fee-only financial advisor at Summit Asset Management in Pensacola Beach, Florida. Summit Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Summit Asset Management |
|---|---|
| Based in | Pensacola Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.08B across 1,522 accounts |
| SEC registration | Investment adviser representative in FL, TN · CRD 707644 |
| Exams passed | Series 63 (1980) · Series 65 (2004) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.summitassetmanagement.com |
How Sarah's firm compares
- Summit Asset Management's average account is about $709,000, from its Form ADV (assets managed divided by 1,522 accounts).
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Questions about Sarah
Is Sarah Haizlip a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Summit Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sarah charge for financial advice?
Sarah's firm, Summit Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Sarah Haizlip based?
Sarah Haizlip is based in Pensacola Beach, Florida.
Is Sarah Haizlip registered with the SEC?
Yes. Sarah Haizlip is registered as an investment adviser representative in FL and TN (CRD 707644), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Summit Asset Management manage?
Summit Asset Management reports $1.08B across 1,522 accounts in assets under management.
How do I contact Sarah Haizlip?
Through Sarah's website, www.summitassetmanagement.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.
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