Ryan Michael Gavin

CFA

Summit Wealth Partners, LLC

7 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Summit Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

776 clients

Average Client Portfolio

$812K average

Assets Under Management

$629.7M

Fee Structure

Location

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

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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.

Employment History

Current Registrations

Summit Wealth Partners, LLC

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

Naples Global Advisors

March 2018 - August 2021 · 3 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.