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CFP

Daniel Cook

Summit Wealth Group
34 Years of Experience
Greenwood Village, CO
1 DisclosureSells Insurance
View SEC Summary
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Daniel Cook is a CFP-designated registered investment advisor at Summit Wealth Group, based in Greenwood Village, CO, with 34 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,117 clients with $2.3B in assets under management.

Summit Wealth Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,117 clients
Average Client Portfolio
$740K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management

Summit Wealth Group does not publish a specific tiered fee schedule for investment management in its regulatory filing. Fees are charged as an annual percentage of your portfolio, billed quarterly in advance, and are fully negotiable based on your advisor, the complexity of your situation, account composition, and total assets managed.

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Location

8400 E Prentice Avenue, Suite 1000, Greenwood Village, CO, 80111

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History

Regulatory History (1)
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Customer Dispute
June 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel is involved in fixed insurance sales, serves as CFO and part owner of Summit Wealth Group, Inc., and is a tax preparer and co-owner of Ski Tip Consulting Group, Inc. He also acts as trustee for Summit Wealth Group's 401(k) plan and co-owns Summit Advisor Marketing, LLC.

Employment History
Current Registrations
Summit Wealth Group
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Commonwealth Financial Network
March 2005 - May 2025 · 20 yrs 2 mos
Commonwealth Financial NetworkBroker
March 2005 - May 2025 · 20 yrs 2 mos
H.D. Vest Advisory Services, INC
January 1999 - March 2005 · 6 yrs 2 mos
H.D. Vest Investment ServicesBroker
January 1992 - March 2005 · 13 yrs 2 mos
State Registrations2 states
COTX
Advisor

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.

Exams
No exam information available for this advisor.
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