Summit Wealth Group
Colorado Springs, CO·SEC-registered · CRD #335242
Summit Wealth Group is an SEC-registered investment advisory firm in Colorado Springs, CO managing $2.3B across 8.6k client accounts, with 29 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
8.6k
Advisory staff
29
Fee model
Fee-based
How Summit Wealth Group 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.
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Common questions about Summit Wealth Group
How much does Summit Wealth Group manage?
Per its most recent SEC Form ADV filing (03/31/2026), Summit Wealth Group reports $2.3B in regulatory assets under management across roughly 8.6k client accounts.
How does Summit Wealth Group charge?
Summit Wealth Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Summit Wealth Group a fiduciary?
Yes. Summit Wealth Group is registered with the U.S. Securities and Exchange Commission (CRD #335242), 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 Wealth Group 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 Wealth Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Summit Wealth Group's public SEC Form ADV filing (CRD #335242, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Summit Wealth Group. 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 Wealth Group? Claim this profile.