SUMMIT GROUP RETIREMENT PLANNERS, INC.
SEC RegisteredWe Believe Every American deserves an opportunity to retire debt free and with dignity!
About the firm
Summit Group Retirement Planners, Inc. is a retirement planning firm striving to create the ultimate retirement planning experience one relationship at a time. The firm holds CEFEX Certification and serves both employers and individuals with retirement plan design, wealth management, and related financial services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Qualified corporate retirement programs (including 401(k), profit sharing, cash balance, and non-qualified deferred compensation plans), wealth management for individuals, investment services (stocks, bonds, mutual funds, ETFs, variable annuities), financial planning, insurance (life, disability, long-term care, health), and holistic employee education.
Who they serve
Employers seeking qualified corporate retirement programs and individuals preparing for retirement or in retirement with asset management needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 177 | $40M |
| High Net Worth Individuals | 12 | $26M |
| Charitable Organizations | 58 | $235M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 26, 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 GROUP RETIREMENT PLANNERS, 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.