Firm
Summit Vision Financial
Rock Port, Missouri
Fee-only
Summit Vision Financial at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 39 individual clients, 4 of them high net worth.
- Its average account is about $80,000 (assets it manages divided by its 75 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Missouri median of $4,770.
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Rock Port, Missouri |
|---|---|
| Website | summitvisionfinancial.com |
| Phone | (816) 866-0698 |
Summit Vision Financial 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.
| Ongoing planning | From $1,200 a year |
|---|---|
| One-time plan | From $500 |
| Hourly | $150 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"for a retainer fee starting at $100 a month" source
"This service starts at $500." source
"Additional services are offered at $150 pere hour" source
"$0-$250,000 1.00%" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 35 |
| High-net-worth clients | 4 |
| Accounts managed | 75 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 299660 |
Advisors at this firm (1)
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