Peter Roland is a CFP-designated registered investment advisor at Summit Financial, LLC, based in Harleysville, PA, with 34 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
484 Harleysville Pike, Harleysville, PA, 19438
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is involved in numerous real estate entities, providing accounting and financial analysis services, dedicating about 10-20 hours per week. He also works as a professor at DeSales and Kutztown Universities, spends a few hours per week on each, and is the founder of Kaboo Consulting, LLC, a business consulting firm, dedicating about 10-20 hours per week. Peter also has equity ownership in Canon Legacy, LLC, dedicating minimal time.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Canon Capital Investment Advisory
State Registrations1 state
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