PlannerFees

Summitry, LLC fees and pricing

Financial planner in Foster City, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 30, 2026, Summitry, LLC charges a flat or project fee of $1,500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500⁠-⁠$5,000
“Flat fees range from $1,500 to $5,000 depending on the scope and complexity of the engagement.”

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

How Summitry, LLC bills

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

  • “Fees paid in advance will be refunded on a pro-rata basis for any unearned portion at the time of termination.”
  • “Fees are billed in advance at the beginning of each calendar quarter, based on the assets as of the last day of the previous quarter.”
  • “However, some clients choose to pay by check, which is a request that we will accommodate.”

How Summitry, LLC’s fees compare

  • Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
  • None of the 2 other planners in Foster City that publish a flat or project fee charge less.

About Summitry, LLC

“We provide financial planning and portfolio management services on a discretionary basis as stated in the investment advisory agreement.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Aspen Standard
  • Firm size: 46 employees.
  • Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Clients
1,293
Employees
46
Works with
Individuals, high net worth individuals, investment companies, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$3,350,458,062
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
128586
Website
summitry.com (opens in new tab)
Phone
(650) 212-2240

Can advise clients in 16 states: Arizona, California, Florida, Hawaii, Idaho, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, Nevada, New York, Oregon, Texas, Washington

Other planners in Foster City that publish fees

Compare all 6 planners in Foster City

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