Summit Wealth Strategies Group, LLC fees and pricing

Financial planner in Brighton, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 29, 2026, Summit Wealth Strategies Group, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Investment Management fees are billed quarterly in arrears of services.”
“As previously noted, advisory fees are billed quarterly in arrears based upon the portfolio’s market value on the last trading day of the end of the quarterly billing period.”
“Investment Management fees are payable quarterly in arrears.”

Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
1 of the 2 other planners in Brighton that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2009 (17 years).

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: 51
Employees: 1
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, and other services
Assets managed: $60,416,736
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 149913
Phone: (810) 623-4390

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