The Summit Group

The Summit Group at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 2 employees and 54 individual clients, 2 of them high net worth.
• Its average account is about $286,000 (assets it manages divided by its 56 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

The Summit Group fees

The Summit Group 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

Advisors at this firm (2)

• Alejandro Cabezut

• Peter Coulchinsky

Other fee-only firms in San Antonio

• Trellisent Investments
• Wela Financial Advisory
• 1900 Wealth
• Bentwood Investment Advisory
• Best Invest
• Carr Consulting P.A.
• Chris Reddick Financial Planning
• Complete View Financial

Fee-only advisors in Texas