PlannerFees

Summitpoint Capital Management fees and pricing

Financial planner in Littleton, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Summitpoint Capital Management charges a flat or project fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$10,000
“The minimum fee is $3,000 and the maximum fixed fee is $10,000.”

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

How Summitpoint Capital Management bills

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

  • “Our annual fee is prorated and charged quarterly in advance based on the market value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that quarter.”
  • “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”

How Summitpoint Capital Management’s fees compare

  • Its flat or project fee of $10,000 is above the Colorado median of $5,250. 78% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 8 of the 8 other planners in Littleton that publish a flat or project fee charge less.

About Summitpoint Capital Management

“Our Firm offers a variety of advisory services, which include discretionary investment management, financial planning, and assets under advisement, and retirement services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College 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% a year
Minimum
$500,000 in assets (stated in brochure)
Clients
89
Employees
3
Works with
Individuals, high net worth individuals, investment companies, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed
$132,504,048
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
336856
Website
summitpoint-cap.com (opens in new tab)
Phone
(720) 743-9440

Can advise clients in 4 states: Colorado, Florida, Pennsylvania, Texas

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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.