Summit Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“The Advisor’s fee will be billed at a rate of $100 to $300 per hour.”

Annual fee

$1,000⁠-⁠$50,000/yr

“The Advisor’s fixed fee ranges from $1,000 to $50,000 per annum.”

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

How Summit Financial Advisors bills

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

• “Pursuant to a financial advisory contract signed by each client, the client will pay Summit Financial Advisors an annual advisory or consulting fee, payable quarterly in arrears.”
• “The agreed-upon annual fixed fee will be payable quarterly, in arrears.”
• “Fees will be calculated and payable quarterly, in arrears.”

How Summit Financial Advisors’ fees compare

• Its hourly rate of $100-$300 spans the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 5 other planners in Bradenton that publish an hourly rate charge less.
• Its annual fee of $1,000-$50,000 spans the Florida median of $4,800. 94% of the 97 other Florida planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Summit Financial Advisors

• Principal: Managing Director
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1996 (30 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

123926

Phone

(412) 215-3335

Can advise clients in 2 states: Florida, Pennsylvania

Other planners in Bradenton that publish fees

• Cma Advisors, Inc.Bradenton$400/hr, $5,000
• Lifestyle Freedom Advisory Group, LLCBradenton$5,000⁠-⁠$10,000
• Maslar FinancialBradenton$250/hr
• Moore Financial Management, Inc.Bradenton$2,500⁠-⁠$7,000
• Parker Financial Planning, LLC.Bradenton$250/hr
• Williams Wealth Management Group, Inc.Bradenton$250/hr, $1,000/yr

Compare all 11 planners in Bradenton