Summit Financial Management LLC fees and pricing

Published fees

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

Hourly rate

$250⁠-⁠$500/hr

“Our financial planning engagements are assessed fixed fees that range from $1,000 to $25,000 or hourly fees that range from $250 to $500 per hour.”

Flat or project fee

$1,000⁠-⁠$25,000

From the same sentence as above.

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

How Summit Financial Management LLC bills

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

• “Fees for partial quarters will be prorated based on the remaining days in the reporting period in which the firm services the account.”
• “The invoice will include the total fee assessed, covered time period, calculation formula utilized, and reference to the assets under management in which the fee had been based.”
• “If a client terminates a financial planning or corporate advisory service engagement after this five-day time period, the firm does not intend to refund a deposit if work has already begun on their project, and a partial plan will not be delivered.”

How Summit Financial Management LLC’s fees compare

• Its hourly rate of $250-$500 spans the Wisconsin median of $300. 71% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Mequon that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$25,000 spans the Wisconsin median of $3,000. 93% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Mequon that publish a flat or project fee charge less.

About Summit Financial Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

80

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, educational seminars and workshops, and other services

Assets managed

$65,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285353

Website

summitwisconsin.com (opens in new tab)

Phone

(262) 236-5090

Other planners in Mequon that publish fees

• Denali Wealth Management, Inc.Mequon$150⁠-⁠$500/hr, $100/mo
• Diversified Capital Wealth Management, LLCMequon$200⁠-⁠$300/hr
• Founder360° Family OfficeMequon$250/hr, $50/mo
• Gallatin Financial Advisors, LLCMequon$250/hr, $1,200
• Gentian Financial, Inc.Mequon$150⁠-⁠$300/hr, $250⁠-⁠$25,000
• Spectrum Investment Advisors, Inc.Mequon$2,000/yr

Compare all 8 planners in Mequon