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Andrew Dickens

Summit Wealth Partners, LLC
17 Years of Experience
Orlando, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Andrew Dickens is a registered investment advisor at Summit Wealth Partners, LLC, based in Orlando, FL, with 17 years of industry experience. Andrew 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

800 N. Orange Avenue, Suite 302, Orlando, FL, 32801

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History

Regulatory History (1)
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Criminal
August 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew is an agent/solicitor for Summit Asset Protection Group, LLC, selling fixed insurance and annuities, dedicating about 10-20% of his time. He is also a managing shareholder of Legacy Business Design LLC and a partner in Tax and Business Solutions LLC, dedicating minimal time and nearly full-time hours, respectively.

Employment History
Current Registrations
Summit Wealth Partners, LLC
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Summit Wealth Partners, LLC
February 2014 - August 2016 · 2 yrs 6 mos
Signator Investors, INC.
August 2013 - January 2014 · 5 mos
Signator Investors, INC.Broker
June 2009 - January 2014 · 4 yrs 7 mos
Intersecurities, INC.Broker
February 2009 - February 2009 · 0 mos
State Registrations3 states
FLILNC
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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