Summit Vision Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Financial Planning will also be offered at an hourly rate of $150 per hour, if desired by the client.”

Flat or project fee

$500⁠-⁠$5,000

“Comprehensive Financial Planning 8 Comprehensive Financial Planning consists of an upfront charge of $500 - $5,000, depending on complexity and the needs of the client, and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $1,000 per month, depending on complexity and the needs of the client.”

Monthly fee

$100⁠-⁠$1,000/mo

From the same sentence as above.

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

How Summit Vision Financial, LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “The client will select the payment method in their advisory agreement providing the Advisor with authorization to debit advisory fees or requesting that all fees be payable by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Summit Vision Financial, LLC’s fees compare

• Its hourly rate of $150 is below the Missouri median of $250. 5% of the 88 other Missouri planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Missouri median of $3,550. 30% of the 77 other Missouri planners that publish a flat or project fee charge less.

About Summit Vision Financial, LLC

• Principal: Christopher Gebhards
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 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% a year

Clients

39

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$5,968,201

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299660

Website

summitvisionfinancial.com (opens in new tab)

Phone

(816) 866-0698

Other planners in Missouri that publish fees

• 25 FinancialSaint Louis$2,000⁠-⁠$5,000
• 360 IraSt. Charles$99⁠-⁠$10,000
• 80/20 Financial ServicesOzark$240/hr, $1,000⁠-⁠$7,000
• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Alpine Private WealthSaint Louis$333, $4,000/yr
• Aquilant AdvisorsSt. Louis$250/hr

Compare all 222 planners in Missouri