Firm
SummitView Advisors
Belmont, Michigan
Fee-only
Facts
| Based in | Belmont, Michigan |
|---|---|
| Website | summitviewadvisor.com |
| [email protected] | |
| Phone | (616) 425-2150 |
SummitView Advisors 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% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"we charge an asset-based fee that starts at 1% of assets" source
"we charge an asset-based fee that starts at 1% of assets" 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 | $68 million |
| Individual clients | 70 |
| Financial planning | Offered |
| Form ADV filed | May 5, 2026 |
| SEC record | CRD 292927 |