Summit Wealth AND Retirement Partners
SEC RegisteredYou've reached a level of financial success. Now, it's time to enjoy it.
About the firm
Summit Wealth & Retirement Partners, with its roots going back to RG Financial, has helped clients manage their wealth, prepare for the future, and make better financial decisions for almost 40 years. What started as retirement planning for Danville, CA residents has turned into comprehensive wealth management services for clients across multiple states. The firm fully integrates tax planning and investment management, working in partnership with its sister firm Summit Tax Planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, tax planning, retirement planning, education funding, wealth transfer, and comprehensive financial planning. The firm designs, implements, and monitors customized financial plans and works in partnership with sister firm Summit Tax Planning to oversee every aspect of clients' financial lives.
Who they serve
Successful families and individuals, specifically wealthy families who want their tax life and investment management fully integrated.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 152 | $68M |
| High Net Worth Individuals | 194 | $901M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $10,000,000 | 1.00% |
| Above $10,000,000 | — |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 Wealth AND Retirement Partners 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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