PlannerFees

Summa Global Advisors, LLC fees and pricing

Financial planner in Clackamas, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 17, 2026, Summa Global Advisors, LLC charges a flat or project fee of $1,000⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,000⁠-⁠$20,000
“On occasion, we consult on investment and financial planning issues for a one-time fixed fee ranging between $1,000 and $20,000 depending on the scope and complexity of the review.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Summa Global Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Invoices are included as part of the quarterly Portfolio Reports delivered to clients.”
  • “Separate invoices can be provided upon request.”
  • “To give clients time to review their reports, verify the fee amounts, and contact us with questions, we withdraw fees five business days after mailing the invoices.”

How Summa Global Advisors, LLC’s fees compare

  • Its flat or project fee of $1,000-$20,000 spans the Oregon median of $4,000. 86% of the 92 other Oregon planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Clackamas that publish a flat or project fee charge less.

About Summa Global Advisors, LLC

“When providing individual financial advice, we take into account the client’s net worth, asset holdings, risk tolerance, time horizon, liquidity requirements, estate plan, tax liabilities, and any other relevant considerations.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

  • Retirement planning

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.5% a year
Clients
125
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$144,123,398
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
148713
Website
facebook.com/summaglobal (opens in new tab)
Phone
(503) 636-2022

Can advise clients in 6 states: California, Hawaii, New York, Oregon, Texas, Washington

Other planners in Clackamas that publish fees

Compare all 4 planners in Clackamas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.