Firm
Summit Group Retirement Planners
Exton, Pennsylvania
Fee-only
Summit Group Retirement Planners at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 4 employees and 189 individual clients, 12 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 255 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Exton, Pennsylvania |
|---|---|
| Website | sgretirementplanners.com |
| Phone | (484) 467-7899 |
Summit Group Retirement Planners fees
Summit Group Retirement Planners 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 |
|---|---|
| Assets managed | $302 million |
| Individual clients | 177 |
| High-net-worth clients | 12 |
| Accounts managed | 255 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-110664) |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 169823 |