SUMMIT FINANCIAL STRATEGIES INC
SEC RegisteredMapping Your Now to Next.
About the firm
Summit Financial Strategies is a fee-only and fiduciary financial firm located in Easton Town Center in Columbus. We specialize in helping individuals and families reach their financial goals through comprehensive planning, investment management, and retirement strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive planning, investment management, and retirement strategies
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 438 | $217M |
| High Net Worth Individuals | 575 | $2.1B |
| Charitable Organizations | 8 | $20M |
| State/Municipal Entities | 5 | — |
7 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
20 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 0.75% |
| $1,000,001 to $2,000,000 | 0.65% |
| $2,000,001 to $3,000,000 | 0.55% |
| $3,000,001 to $4,000,000 | 0.45% |
| $4,000,001 to $5,000,000 | 0.35% |
| $5,000,001 to $10,000,000 | 0.25% |
| $10,000,001+ | 0.15% |
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SUMMIT FINANCIAL STRATEGIES INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.