Firm
Summit Investments & Financial Planning
Uniontown, Ohio
Fee-only
Summit Investments & Financial Planning at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 33 individual clients.
- Its average account is about $145,000 (assets it manages divided by its 71 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Uniontown, Ohio |
|---|---|
| Website | summitifp.com |
| Phone | (330) 256-4283 |
Summit Investments & Financial Planning 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.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Accounts Under $1,000,000 1.25% annual advisory fee" source
"I charge one simple advisory fee based on assets under management." 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 |
|---|---|
| Assets managed | $10 million |
| Individual clients | 33 |
| Accounts managed | 71 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 15, 2026 |
| SEC record | CRD 323974 |