Alan Deetjen is a ChFC-designated registered investment advisor at Summa Wealth Management, based in Blanco, TX, with 14 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 4 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Summa Wealth Management does not directly manage investments for clients. Instead, they provide consulting services and may recommend third-party money managers. The client contracts directly with the third-party money manager. Summa may receive a referral fee from the money manager.
Location
Blanco, TX
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Alan is the president of Summa Life, selling fixed insurance, and president of SummaIQ, a due diligence consulting firm. He also works as an attorney at law, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Summa Wealth Management
Previous Registrations
Onyx Wealth Advisors, INC.
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.