Summit Wealth Group LLC fees and pricing
Financial planner in Exeter, New Hampshire. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Summit Wealth Group LLC charges $500 an hour, a flat or project fee of $5,000-$7,500, and an annual fee of $750-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“These additional services are provided on an hourly basis, at $500 per hour.”
- Flat or project fee
- $5,000-$7,500
“Financial Life Planning Financial Life Planning fees for initial planning work will vary but are generally expected to be in the fixed fee range of $5,000 to $7,500 per plan.”
- Annual fee
- $750-$2,500/yr
“The annual fee ranges from $750 - $2,500.”
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.
- “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
- “Fees are negotiable and will depend on the anticipated complexity of the project.”
- “Payment Financial Life Planning & Financial Consulting Financial Life Planning and Financial Consulting fees will be due upon receipt of invoice from SWG.”
How Summit Wealth Group LLC’s fees compare
- Its hourly rate of $500 is above the New Hampshire median of $275. 96% of the 52 other New Hampshire planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$7,500 spans the New Hampshire median of $5,400. 62% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
- None of the 2 other planners in Exeter that publish a flat or project fee charge less.
- Its annual fee of $750-$2,500 is below the New Hampshire median of $7,100. 7% of the 14 other New Hampshire planners that publish an annual fee charge less.
About Summit Wealth Group LLC
“Help to implement financial decisions. 3 Ongoing Financial Advice and Service • • • • • • • Monitor financial decisions made in the initial discovery process.”
- Firm size: 10 employees.
- Founded: 2003 (23 years).
Planning areas mentioned in the brochure
- Tax planning
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
- 445
- Employees
- 10
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $761,904,517
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282205
- Phone
- (802) 295-5300
Can advise clients in 7 states: Colorado, Florida, Massachusetts, Maine, New Hampshire, New York, Vermont
Other planners in Exeter that publish fees
- Blueline AdvisorsExeter$500-$50,000
- Ledgewood Wealth Advisors, LLCExeter$100-$250/hr, $3,000-$15,000
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
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.