Summit Investment Advisory Services fees and pricing

Published fees

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

Hourly rate

$125⁠-⁠$250/hr

“The hourly fee for these services is between $125 and $250.”

Flat or project fee

$250⁠-⁠$2,500

“The rate for creating client financial plans is between $250 and $2500.”

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

How Summit Investment Advisory Services bills

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

• “SIAS bills on a flat fee schedule for all accounts.”
• “Clients may terminate the agreement without penalty, for full refund of SIAS’s fees, within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of SIAS’s fees, within five business days of signing the Financial Planning Agreement.”

How Summit Investment Advisory Services’ fees compare

• Its hourly rate of $125-$250 is below the Minnesota median of $263. 13% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,500 is below the Minnesota median of $5,250. 9% of the 108 other Minnesota planners that publish a flat or project fee charge less.

About Summit Investment Advisory Services

• Firm size: 11 employees.
• Founded: 2013 (13 years).

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

1.5% a year

Clients

1,075

Employees

11

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

$745,821,237

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168594

Website

facebook.com/pg/summitinvest/events (opens in new tab)

Phone

(651) 490-2939

Can advise clients in 16 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Michigan, Minnesota, North Carolina, Nebraska, New Jersey, New York, Oregon, Texas, Wisconsin

Other planners in Minnesota that publish fees

• 360 FinancialWayzata$325/hr, $600⁠-⁠$20,000
• 7TH ST. FinancialChaska$200/hr
• Abbey StreetEden Prairie$250⁠-⁠$1,000/mo
• Abens Financial Services IncEdina$250/hr, $5,000⁠-⁠$100,000/yr
• Aberdour InvestmentsShoreview$80⁠-⁠$250/hr, $250⁠-⁠$5,000
• Access Financial Services, Inc.Minneapolis$250⁠-⁠$400/hr, $1,000

Compare all 271 planners in Minnesota