Derek Fiorenza
Derek Fiorenza is a registered investment advisor at Summit Group Retirement Planners, INC., based in Exton, PA, with 14 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 247 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Group Retirement Planners charges an annual investment advisory fee based on the value of your portfolio, paid quarterly. Alternatively, they may charge a flat annual fee for investment advisory services. The specific fee depends on the investment strategy and the size of your account. These fees may be negotiable.
Location
431 Exton Commons, Exton, PA, 19341
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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 →Other Business ActivitiesSells Insurance
Derek is the treasurer of Infinity Benefits Group, Inc. (insurance), COO and CCO of Summit Group Retirement Planners, Inc. (registered investment advisor), partner at Skye Dove Enterprises, LLC (real estate rental), and CEO of Sky Hart Enterprises, LLC (production company).
Employment History
Current Registrations
Summit Group Retirement Planners, INC.
LPL Financial LLCBroker
Previous Registrations
NFP Securities, INC.
NFP Securities, INC.Broker
State Registrations2 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.