Chad Warrick is a registered investment advisor at Summit Wealth Partners, LLC, based in Orlando, FL, with 16 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
800 N. Orange Avenue, Suite 302, Orlando, FL, 32801
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Summit Wealth Partners, LLC
Previous Registrations
Summit Wealth Partners, LLC
Summit Wealth Management, INC
State Registrations14 states
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
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