Ralph Burnett
Ralph Burnett is a registered investment advisor at Summit Financial, LLC, based in Edmond, OK, with 24 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
2569 S. Kelly Avenue, Suite 110, Edmond, OK, 73013
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2013Customer Dispute
October 2012Other Business ActivitiesSells Insurance
Ralph is involved in several outside business activities, including real estate holdings, ownership in Valor Bank, and partnership in a hunting ranch property. He also offers insurance as a broker or agent through numerous insurance companies, including SRM, an affiliated company.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Bfg Wealth
LPL Financial LLC
Prudential Financial Planning Services
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.