Summit Wealth Group, LLC fees and pricing
Financial planner in Tulsa, Oklahoma. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 8, 2026, Summit Wealth Group, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Follow-up implementation work is billed separately at the rate not to exceed $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Summit Wealth Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the advisory agreement is terminated before the end of the quarterly period, client is entitled to a pro-rated refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”
- “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
How Summit Wealth Group, LLC’s fees compare
- Its hourly rate of $300 is above the Oklahoma median of $250. 66% of the 41 other Oklahoma planners that publish an hourly rate charge less.
- 11 of the 19 other planners in Tulsa that publish an hourly rate charge less.
About Summit Wealth Group, LLC
“Summit Wealth Group provides financial planning and fee only investment management services primarily to individual clients and high-net worth individuals with a focus on retirement.”
- Firm size: 8 employees.
- Founded: 2010 (16 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
- 2% a year
- Clients
- 282
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $182,490,922
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 166118
- Phone
- (888) 439-3041
Can advise clients in 7 states: Arizona, California, Colorado, Florida, New Hampshire, Oklahoma, Texas
Other planners in Tulsa that publish fees
- 10Elms LLPTulsa$175/hr, $1,000-$3,000
- Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
- Cadent Capital Advisors, LLCTulsa$250-$350/hr
- Chartmark Investments, Inc.Tulsa$150/hr
- Collective Wealth, LLCTulsa$250/hr
- Cone Wealth ManagementTulsa$250/hr, $500-$1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.