Firm
Summit Family Office Services
Woodinville, Washington
Fee-only
Summit Family Office Services at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 4 employees and 15 individual clients.
- Its average account is about $433,000 (assets it manages divided by its 15 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Woodinville, Washington |
|---|---|
| Website | summitfamilyoffice.com |
| Phone | (425) 922-8692 |
Summit Family Office Services fees
Summit Family Office Services 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
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 15 |
| Accounts managed | 15 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 20, 2026 |
| SEC record | CRD 171313 |