SUMMIT WEALTH GROUP
SEC RegisteredCustomized Financial Planning and Investment Management
About the firm
Summit Wealth Group was founded in 1985 (as Executive Financial Planning, Inc.) by CEO Randy Morris and reorganized under the Summit Wealth Group name in 2002. Headquartered in Colorado Springs, Colorado, the firm has locations in five different states with eleven total branch offices. Summit Wealth Group specializes in a planning-first approach to financial planning and investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Summit Wealth Group offers customized financial planning and investment management, including portfolio design based on risk tolerance, time horizon, and goals; alternative investments, funds, individual stocks, commodities, and private equities; as well as access to tax planning, estate planning, CPAs, and attorneys. The firm also recently launched Family Office Services.
Who they serve
Individuals facing complicated money-related decisions, including those planning for retirement and military retirement, seeking customized financial planning and investment management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,533 | $780M |
| High Net Worth Individuals | 584 | $1.5B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
37 advisors in the directory
Regulatory & compliance
Data as of March 31, 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 WEALTH GROUP 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.