Summit Wealth Partners

Wealth Management Firm in Jacksonville Beach, FL

Firm Info
Address: 4223 Duval Dr, Jacksonville Beach, FL 32250, USA
Phone: (904) 273-4550

Firm Size
Assets Under Management: $648.9 million
# of Advisors: 12
# of Clients: 2,015
Client to Advisor Ratio: 168:1
Average Account Size: $322,020
# of Offices: 2

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Summit Wealth Partners, LLC Overview

Summit Wealth Partners, LLC is a fee-based registered investment advisory firm located in Orlando, Florida. The firm has been in business since 2016, providing investment advice for individuals and small businesses. As an investment advice only firm, they offer financial planning for their clients. Additionally, they provide portfolio management services for both individual clients and businesses or institutional clients. Summit Wealth Partners, LLC also offers pension consulting services to help their clients navigate the complexities of pension plans and to ensure that they are meeting their obligations. In addition to their financial services, they also offer educational seminars and workshops to help their clients stay up-to-date with the latest financial trends and strategies. Overall, Summit Wealth Partners, LLC is dedicated to providing top-notch financial advice and services to their clients. Their fee-based model ensures that their clients' interests are always top priority, and their team of experienced professionals is committed to helping their clients achieve their financial goals. Whether it's through financial planning, portfolio management, pension consulting, or educational seminars, Summit Wealth Partners, LLC is there to help their clients succeed.

Summit Wealth Partners, LLC caters to a diverse clientele, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. The firm's investment advisory services are tailored to each client's unique needs and objectives, ensuring that clients receive the most appropriate and effective solutions for their wealth management needs. SUMMIT WEALTH PARTNERS, LLC offers various fee structures depending on the services required. Clients can choose a percentage of assets under management (AUM) model, where the firm charges a fee based on a percentage of the client's assets under management. Alternatively, clients can opt for an hourly fee structure where they are charged on a per-hour basis for advisory services. For clients who require specific project-based engagements, fixed-fee arrangements are also available. The firm's flexible fee structures enable clients to select the provision that is most beneficial to their financial requirements.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Summit Wealth Partners, LLC states that although the firm generally prefers clients with a minimum investable asset of $1,000,000, they do not have a specific minimum account size. Therefore, it can be assumed that Summit Wealth Partners, LLC does not have an investment minimum requirement.

How This Office Can Help Jacksonville Beach, FL Residents

Summit Wealth Partners is a financial advisory firm that provides comprehensive financial planning and investment management services to clients in Jacksonville Beach, FL. The firm has a team of experienced professionals who work with clients to develop customized financial plans that align with their unique goals and objectives. The firm's approach is focused on client education, communication, and transparency to ensure that clients feel comfortable and confident in their financial decisions. Clients in Jacksonville Beach, FL face a variety of financial challenges, including managing debt, saving for retirement, protecting assets, and planning for the future. Summit Wealth Partners works with clients to address these challenges by providing guidance on budgeting, tax planning, risk management, and investment strategy. The firm's goal is to help clients achieve financial stability and security, so they can enjoy a fulfilling and rewarding life. Whether someone is just starting out or approaching retirement, Summit Wealth Partners can help them navigate the complexities of their financial situation and achieve their long-term goals.

To view the Minimum Investment and Fee Schedule for Summit Wealth Partners, LLC, visit their Part 2 Brochure.

Services Offered by Summit Wealth Partners, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Summit Wealth Partners, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 4223 Duval Dr, Jacksonville Beach, FL 32250, USA
Phone (904) 273-4550
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Other Office Locations

Firm Headquarters
Firm headquarters location 800 N. ORANGE AVENUE SUITE 302, ORLANDO, FL 32801, United States

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State Registrations

Summit Wealth Partners, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Louisiana
  • Michigan
  • Missouri
  • New Jersey
  • New Mexico
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Summit Wealth Partners, LLC does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023