Firm
Summit Place Financial Advisors
Summit, New Jersey
Fee-only
Summit Place Financial Advisors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 3 advisors are listed here; all hold the CFA.
- Its Form ADV reports 6 employees and 59 individual clients, 50 of them high net worth.
- Its average account is about $897,000 (assets it manages divided by its 335 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Summit, New Jersey |
|---|---|
| [email protected] | |
| Phone | (908) 517-5880 |
Summit Place Financial Advisors fees
Summit Place Financial Advisors 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 | $300 million |
| Individual clients | 9 |
| High-net-worth clients | 50 |
| Accounts managed | 335 |
| Employees | 6 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-96169) |
| Financial planning | Offered |
| Form ADV filed | September 25, 2026 |
| SEC record | CRD 147984 |