Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
983 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$2.1B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
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Location
4111 Worth Ave., #510, Columbus, OH, 43219-3599
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Summit Financial Strategies INC
December 2022 - Present · 3 yrs 2 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.