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CFP

Chad Leatherwood

Summit Wealth Partners, LLC
26 Years of Experience
Fort Myers, FL
Sells Insurance
View SEC Summary
View SEC Summary

Chad Leatherwood is a CFP-designated registered investment advisor at Summit Wealth Partners, LLC, based in Fort Myers, FL, with 26 years of industry experience. Chad 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

15050 Elderberry Lane, Suite 6-1, Fort Myers, FL, 33907

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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

Chad is a managing member of Signature Financial Strategies, LLC since 2014, selling fixed insurance and annuity products, conducting business seminars, and providing consulting and coaching services. This takes about 10-20% of Chad's time.

Employment History
Current Registrations
Summit Wealth Partners, LLC
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
Summit Wealth Partners, LLC
January 2016 - August 2016 · 7 mos
Smc Advisory Network, LLC
January 2015 - March 2016 · 1 yr 2 mos
Finley Wealth Management, LLC
February 2013 - January 2015 · 1 yr 11 mos
Avanti Wealth Management
August 2010 - December 2012 · 2 yrs 4 mos
G. A. Repple & Company
September 2005 - December 2012 · 7 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - August 2005 · 1 yr 4 mos
G. A. Repple & Company
June 2003 - February 2004 · 8 mos
Fsc Securities Corporation
November 1999 - June 2003 · 3 yrs 7 mos
State Registrations12 states
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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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