Summit Planning Group, LLC
Firm details
- Headquarters
- Branford, Connecticut
- CRD number
- 126563
- Website
- www.summitplanninggroup.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Summit Planning Group, LLC is an individually owned limited liability company that positions itself as a fee-for-service planning and consulting practice. Its reported advisory activities focus on financial planning and pension consulting, and the firm bills clients using hourly charges and fixed fees rather than asset-based fees. Summit is not identified as a capital allocator and does not report active ESG investing. The firm is not described as a multi-state adviser and is not affiliated with related adviser entities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Charles Koncz
Partner, Senior Wealth AdvisorCRD 803649
Brian Onofrio
Partner, Senior Wealth AdvisorCRD 1139343
Karl Zirolli
Partner, Senior Wealth AdvisorCRD 1228273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Branford, CT
New Haven
Location
Branford, CT
Headquartered in Branford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New Haven
- Address
- 420 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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