Summit Financial Strategies, Inc. at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 37 employees and 1,013 individual clients, 575 of them high net worth.
- Its average account is about $556,000 (assets it manages divided by its 4,149 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | summitfin.com |
| [email protected] | |
| Phone | (614) 885-1115 |
Questions about Summit Financial Strategies, Inc.
How is Summit Financial Strategies, Inc. paid?
Summit Financial Strategies, Inc.'s Form ADV says it is paid by: percentage of assets.
How many advisors does Summit Financial Strategies, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Summit Financial Strategies, Inc..
What is the average account at Summit Financial Strategies, Inc.?
Summit Financial Strategies, Inc.'s average account is about $556,000. That's the assets on its Form ADV divided by its 4,149 accounts.
Summit Financial Strategies, Inc. fees
Summit Financial Strategies, Inc. 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 |
|---|---|
| Assets managed | $2.3 billion |
| Individual clients | 438 |
| High-net-worth clients | 575 |
| Accounts managed | 4,149 |
| Employees | 37 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-50616) |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 110112 |