Firm
Summit Wealth
Haysville, Kansas
Fee-only
Summit Wealth at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 47 individual clients.
- Its average account is about $98,000 (assets it manages divided by its 48 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Haysville, Kansas |
|---|---|
| Phone | (316) 554-6788 |
Summit Wealth fees
Summit Wealth 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 |
|---|---|
| Assets managed | $5 million |
| Individual clients | 47 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 333475 |
Advisors at this firm (1)
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