Summit Financial Wealth Advisors
Lafayette, LA·SEC-registered · CRD #171278
Summit Financial Wealth Advisors is an SEC-registered investment advisory firm in Lafayette, LA managing $1.8B across 3.0k client accounts, with 17 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.8B
Client accounts
3.0k
Advisory staff
17
Fee model
Fee-based
How Summit Financial Wealth Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL SUMMIT FINANCIAL WEALTH ADVISORS
See how Summit compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Summit Financial Wealth Advisors. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Summit Financial Wealth Advisors? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Summit Financial Wealth Advisors
How much does Summit Financial Wealth Advisors manage?
Per its most recent SEC Form ADV filing (03/10/2026), Summit Financial Wealth Advisors reports $1.8B in regulatory assets under management across roughly 3.0k client accounts.
How does Summit Financial Wealth Advisors charge?
Summit Financial Wealth Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Summit Financial Wealth Advisors a fiduciary?
Yes. Summit Financial Wealth Advisors is registered with the U.S. Securities and Exchange Commission (CRD #171278), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Summit Financial Wealth Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Summit Financial Wealth Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lafayette, LA
Profile compiled from Summit Financial Wealth Advisors's public SEC Form ADV filing (CRD #171278, filed 03/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Summit Financial Wealth Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Summit Financial Wealth Advisors? Claim this profile.