Summa Capital Management

Summa Capital Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 47 individual clients, 23 of them high net worth.
• Its average account is about $659,000 (assets it manages divided by its 121 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Summa Capital Management fees

Summa Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Brian Schaffield

Other fee-only firms in Santa Barbara

• Thryve Wealth Management
• Trinity Capital Management
• Wang Financial
• Abundant Wealth Partners
• Arlington Financial Advisors
• Blom Levy & Co
• Capital Management Services
• Castle Wealth Planning

Fee-only advisors in California