Firm
Summa Global Advisors
Clackamas, Oregon
Fee-only
Facts
| Based in | Clackamas, Oregon |
|---|---|
| Website | summaglobal.com |
| [email protected] | |
| Phone | (503) 636-2022 |
Summa Global Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"While we have a minimum client portfolio value of $500,000" source
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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $144 million |
| Individual clients | 84 |
| Financial planning | Offered |
| Form ADV filed | June 17, 2026 |
| SEC record | CRD 148713 |