Firm
Summit Wealth & Retirement Partners
Eagle, Idaho
Fee-only
Summit Wealth & Retirement Partners at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 5 advisors are listed here; 4 of 5 hold the CFP.
- Its Form ADV reports 12 employees and 346 individual clients, 194 of them high net worth.
- Its average account is about $961,000 (assets it manages divided by its 1,018 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Eagle, Idaho |
|---|---|
| Website | summitwealthandretirement.com |
| Phone | (925) 927-1900 |
Summit Wealth & Retirement Partners 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.
| One-time plan | From $2,500 |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"An initial financial planning fee that can range from $2,500 to $100,000 depending on complexity." source
"An on-going asset management fee that starts at 1% annually and may decline once asset values reach a certain level." source
"An initial financial planning fee that can range from $2,500 to $100,000 depending on complexity." 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 · Fixed fees |
|---|---|
| Assets managed | $978 million |
| Individual clients | 152 |
| High-net-worth clients | 194 |
| Accounts managed | 1,018 |
| Employees | 12 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-108910) |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 285972 |