Summit Wealth and Retirement Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$2,500⁠-⁠$100,000/yr

“A.​ In consideration of its financial planning services, Adviser generally charges a flat annual fee that ranges from $2,500 to $100,000 per year, charged in quarterly increments in advance.”

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

How Summit Wealth and Retirement Partners’ fees compare

• Its annual fee of $2,500-$100,000 spans the Idaho median of $3,794. 100% of the 11 other Idaho planners that publish an annual fee charge less.

About Summit Wealth and Retirement Partners

• Firm size: 12 employees.
• Registered as an adviser: 2017 (9 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

Clients

346

Employees

12

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$978,085,825

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285972

Website

summitwealthandretirement.com (opens in new tab)

Phone

(925) 927-1900

Can advise clients in 10 states: California, Colorado, Florida, Idaho, Nevada, New York, Ohio, Oregon, Texas, Washington

Other planners in Eagle that publish fees

• Allegiance Financial PlanningEagle$120/hr
• Alturas Wealth Management, LLCEagle$175/hr
• Ascend Wealth Management LLCEagle$150/hr
• Cannon Wealth Group LLCEagle$250/hr, $1,000⁠-⁠$10,000
• Dillon Financial Planning, Inc.Eagle$280/hr
• Eagle Financial PlanningEagle$500/hr, $6,000⁠-⁠$50,000/yr

Compare all 12 planners in Eagle