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Sharon Hooper

Summit Wealth Partners, LLC
21 Years of Experience
Grand Rapids, MI
Sells Insurance
View SEC Summary
View SEC Summary

Sharon Hooper is a registered investment advisor at Summit Wealth Partners, LLC, based in Grand Rapids, MI, with 21 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 783 clients with $680M in assets under management.

Summit Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
783 clients
Average Client Portfolio
$863K average
Assets Under Management
$675.7M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range between 0.75% and 2.00% depending on assets under management and services provided. Fees are negotiable in limited circumstances. Held-away assets managed via third-party platforms are charged 0.30% annually.

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

Location

2959 Lucerne Drive SE, Suite 120A, Grand Rapids, MI, 49546

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History

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.

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Other Business ActivitiesSells Insurance

Sharon provides insurance products through Summit Asset Protection Group, an affiliated firm of Summit Wealth Partners.

Employment History
Current Registrations
Summit Wealth Partners, LLC
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Cfg Registered Investment Advisors
January 2015 - March 2015 · 2 mos
Argi Investment Services, LLC
July 2014 - May 2020 · 5 yrs 10 mos
Cfg Registered Investment Advisors
May 2005 - December 2014 · 9 yrs 7 mos
State Registrations11 states
AZCACOFLILMINCNMOHTXVA
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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