Summit Wealth Management fees and pricing
Financial planner in Berlin, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 15, 2026, Summit Wealth Management charges a flat or project fee of $1,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$20,000
“Broad-based planning engagements are assessed an initial fixed (project-based) fee that ranges from $1,000 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Summit Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are negotiable, and we may waive or discount our fees for our associates and their family members.”
- “Fees are to be paid to our firm by check or draft from US-based financial institutions.”
- “However, an hourly engagement lasting more than one month will be billed at the end of each month for time incurred.”
How Summit Wealth Management’s fees compare
- Its flat or project fee of $1,000-$20,000 spans the Maryland median of $4,335. 93% of the 133 other Maryland planners that publish a flat or project fee charge less.
About Summit Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Equity compensation
- Cash flow and budgeting
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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $245,854
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318361
- Phone
- (410) 507-9314
Other planners in Maryland that publish fees
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
- Adenry Wealth LLCColumbia$300/hr, $300
- Advocate Investing ServicesWoodbine$400/hr, $1,000-$10,000
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.