Scott Kremer is a registered investment advisor at Summit Wealth Partners, LLC, based in Orlando, FL, with 23 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 776 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth Partners' annual wealth management and investment advice fees range from 0.75% to 2.00% of your portfolio, depending on the amount you invest and the services you receive. These fees may be negotiable. Summit also uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts, with discretion. The annual fee is 0.30% billed quarterly in advance.
Location
800 N. Orange Avenue, Suite 302, Orlando, FL, 32801
Get directionsHistory
Regulatory History (1)
Regulatory
September 2023Employment History
Current Registrations
Summit Wealth Partners, LLC
Previous Registrations
Fifth Third Wealth Advisors LLC
Key Investment Services LLCBroker
Lancaster Pollard Investment Advisory Group
Lancaster Pollard & CO.Broker
NFP Securities, INC.Broker
Investlinc Securities, LLCBroker
Natcity Investments, INC.Broker
Mcdonald & Company Securities, INC.Broker
Royal Maccabees Securities CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.