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CFP
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CFP

Theodore Spinardi

Summit Wealth Group, LLC
33 Years of Experience
Tulsa, OK
2 DisclosuresSells Insurance
View SEC Summary
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Theodore Spinardi is a CFP-designated registered investment advisor at Summit Wealth Group, LLC, based in Tulsa, OK, with 33 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 251 clients with $150M in assets under management.

Summit Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
251 clients
Average Client Portfolio
$598K average
Assets Under Management
$150.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The investment management fees are negotiable at the sole discretion of the Adviser.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9175 S Yale Avenue, Suite 100, Tulsa, OK, 74137

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2010
Customer Dispute
April 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Theodore is the CEO, Senior Managing Director, and 100% owner of Summit Wealth Group, LLC, an RIA firm, also acting as RIA and chief compliance officer, dedicating a significant amount of time to this. He also sells life insurance and other insurance products through Summit Wealth Group LLC, spending minimal time on this. Additionally, Theodore is a Managing Member and Owner of Integrated Wealth Solutions, providing tax planning services, and the Founder & CEO of Integrated Financial Solutions, a business formation company.

Employment History
Current Registrations
Summit Wealth Group, LLC
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2021 - February 2022 · 11 mos
LPL Financial LLC
August 2015 - October 2015 · 2 mos
LPL Financial LLCBroker
February 2010 - April 2019 · 9 yrs 2 mos
LPL Financial LLC
February 2010 - March 2014 · 4 yrs 1 mo
Wells Fargo Investments, LLC
May 2001 - February 2010 · 8 yrs 9 mos
Wells Fargo Investments, LLCBroker
May 2001 - February 2010 · 8 yrs 9 mos
First Interstate Investments,inc.Broker
June 1996 - August 1996 · 2 mos
Wells Fargo Securities INC.Broker
October 1993 - May 2001 · 7 yrs 7 mos
Marketing One Securities, INC.Broker
November 1992 - October 1993 · 11 mos
State Registrations5 states
AZCAFLOKTX
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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