Summit Wealth Management Group, Inc.

Overview

Summit Wealth Management Group, Inc. is an independent, SEC‑registered registered investment adviser that began registration in 2017 and is owned by an individual. The firm serves both individual and family clients alongside institutional relationships, providing financial planning and discretionary portfolio management specifically geared toward individuals and small businesses. Its billing approach is flexible: clients can be charged a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. Summit is not identified as an active ESG investor and does not report multi‑state adviser status. The firm does not operate as an internal capital allocator, which suggests it relies on third‑party managers and packaged products rather than running proprietary pooled funds.

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Location & Offices