Summit Investment Advisory Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$4,000

“SIAG charges a fixed fee between $250 and $4,000 for financial planning.”

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

How Summit Investment Advisory Group LLC bills

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

• “Fees are billed quarterly in arrears based on the value of the account as of the close of business on the last business day of the quarter.”
• “After five (5) days of signing, for accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees are billed biweekly in advance and will continue from year to year unless cancelled in writing by either party.”

How Summit Investment Advisory Group LLC’s fees compare

• Its flat or project fee of $250-$4,000 spans the Pennsylvania median of $3,650. 32% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Summit Investment Advisory Group LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

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

1% a year

Clients

116

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$57,066,632

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306690

Website

siagusa.com (opens in new tab)

Phone

(215) 947-8007

Can advise clients in 14 states: Alabama, Connecticut, Florida, Georgia, Maryland, Missouri, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Huntingdon Valley that publish fees

• Pennsylvania Capital Management Inc.Huntingdon Valley$125⁠-⁠$750/hr
• Woodmont Wealth Management, LLC`Huntingdon Valley$150/hr
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr

Compare all 5 planners in Huntingdon Valley