# Summit Planning Group, LLC

> Summit Planning Group, LLC is a state-registered investment advisory firm in Branford, CT, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated July 2, 2026.

- CRD: 126563
- Filed as: SUMMIT PLANNING GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Branford, CT
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126563
- AdvisorCensus page: https://advisorcensus.com/firm/summit-planning-group-llc-branford-ct-126563

## Quick answers

**How is Summit Planning Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Summit Planning Group, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Summit Planning Group, LLC located?**
Summit Planning Group, LLC's principal office is in Branford, CT, according to its Form ADV.

**Is Summit Planning Group, LLC registered with the SEC or a state?**
Summit Planning Group, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 126563.

**Does Summit Planning Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126563

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- summitplanninggroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit Planning Group, LLC (CRD 126563): Form ADV filing data as of October 2026.