Chelsea Ganey is a CFA-designated registered investment advisor at Summit Wealth Group, based in Estero, FL, with 11 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,544 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth charges a percentage of your portfolio each year for investment management services. The fee is calculated based on the value of your portfolio at the end of the previous quarter and is billed quarterly in advance. The exact fee is negotiable based on various factors, including the investment advisor representative providing the services, the type of client, the complexity of the client's situation, and the total amount of assets under management. The firm pays all trade expenses of trades placed on your behalf.
Location
Estero, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chelsea is an executive council member at Florida Gulf Coast University's Department of Economics and Finance, spending minimal time discussing the local employment environment. She also serves as an investment advisory board committee member for Leon Capital Group, dedicating minimal time to advising the general partner.
Employment History
Current Registrations
Summit Wealth Group
Previous Registrations
Moran Wealth Management, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Suntrust Investment Services, INC.Broker
State Registrations1 state
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