{
  "crd_number": 282205,
  "slug": "summit-wealth-group-llc-exeter-nh-282205",
  "primary_business_name": "SUMMIT WEALTH GROUP LLC",
  "legal_name": "SUMMIT WEALTH GROUP LLC",
  "dbas": [],
  "city": "Exeter",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-12-23",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 761904517.0,
  "raum_discretionary": 753245497.0,
  "raum_non_discretionary": 8659020.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 88542704.0,
      "count": 222
    },
    "pension_profit_sharing": {
      "raum": 17536013.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 655825800.0,
      "count": 223
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "MA",
    "ME",
    "NH",
    "NY",
    "VT"
  ],
  "websites": [
    "https://summitwg.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282205",
  "city_as_filed": "EXETER",
  "url": "https://advisorcensus.com/firm/summit-wealth-group-llc-exeter-nh-282205",
  "display_name": "Summit Wealth Group LLC",
  "summary": "Summit Wealth Group LLC is an SEC-registered investment advisory firm in Exeter, NH, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Summit Wealth Group LLC (CRD 282205): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Summit Wealth Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Summit Wealth Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Summit Wealth Group LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it); Flat fee: $5,000 to $7,500 (Financial Life Planning fees for initial planning work); Hourly rate: $500 an hour (additional planning not identified in the initial plan); Flat fee: $5,000 to $10,000 (Financial consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Summit Wealth Group LLC located?",
      "a": "Summit Wealth Group LLC's principal office is in Exeter, NH, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Summit Wealth Group LLC registered with the SEC or a state?",
      "a": "Summit Wealth Group LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 282205."
    },
    {
      "q": "How much does Summit Wealth Group LLC manage?",
      "a": "Summit Wealth Group LLC reports $761,904,517 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (99% discretionary)."
    },
    {
      "q": "How have Summit Wealth Group LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Summit Wealth Group LLC: Regulatory assets under management: $477,383,411 in the October 2021 data and $761,904,517 in the October 2026 data, up 60%. Total employees: 13 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Summit Wealth Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (223); individuals (other than high net worth individuals) (222); pension and profit sharing plans (but not the plan participants or government pension plans) (11)."
    },
    {
      "q": "Which custodians does Summit Wealth Group LLC use?",
      "a": "Summit Wealth Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Summit Wealth Group LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282205"
    },
    {
      "q": "Does Summit Wealth Group LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"SWG require each client to place at least $1,000,000 with the firm. This minimum may be waived in the discretion of SWG.\""
    },
    {
      "q": "What changed in Summit Wealth Group LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $656,268,782 to $761,904,517 (+16%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 477383411.0,
      "total_employees": 13,
      "filing_date": "2021-08-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 559671838.0,
      "total_employees": 12,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 499675083.0,
      "total_employees": 11,
      "filing_date": "2023-03-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 516062243.0,
      "total_employees": 10,
      "filing_date": "2024-03-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 656268782.0,
      "total_employees": 11,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 761904517.0,
      "total_employees": 10,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 7.",
        "Regulatory assets under management went from $656,268,782 to $761,904,517 (+16%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $5,000 to $7,500 (Financial Life Planning fees for initial planning work)",
      "Hourly rate: $500 an hour (additional planning not identified in the initial plan)",
      "Flat fee: $5,000 to $10,000 (Financial consulting)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "SWG provides investment management services for an annual fee based upon a percentage of the assets being managed by SWG. This asset-based fee typically varies between .25% and 1.5%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "SWG require each client to place at least $1,000,000 with the firm. This minimum may be waived in the discretion of SWG."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $7,500 (Financial Life Planning fees for initial planning work)"
        ],
        "quotes": [
          "Financial Life Planning fees for initial planning work will vary but are generally expected to be in the fixed fee range of $ 5,000 to $7,500 per plan."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (additional planning not identified in the initial plan)"
        ],
        "quotes": [
          "These additional services are provided on an hourly basis, at $500 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $10,000 (Financial consulting)"
        ],
        "quotes": [
          "Financial consulting is done on a fixed fee basis. Fixed fees will be between $5,000 and $10,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 7500.0,
          "period": "one_time",
          "service": "Financial Life Planning fees for initial planning work"
        },
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "additional planning not identified in the initial plan"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "Financial consulting"
        }
      ]
    },
    "quotes": [
      "SWG provides investment management services for an annual fee based upon a percentage of the assets being managed by SWG. This asset-based fee typically varies between .25% and 1.5%.",
      "SWG require each client to place at least $1,000,000 with the firm. This minimum may be waived in the discretion of SWG.",
      "Financial Life Planning fees for initial planning work will vary but are generally expected to be in the fixed fee range of $ 5,000 to $7,500 per plan.",
      "These additional services are provided on an hourly basis, at $500 per hour.",
      "Financial consulting is done on a fixed fee basis. Fixed fees will be between $5,000 and $10,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/summit-wealth-group-llc-exeter-nh-282205.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 222,
      "fewer_than_5": false,
      "raum": 88542704.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 223,
      "fewer_than_5": false,
      "raum": 655825800.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 17536013.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282205",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}