Stefan Hackethal is a CFP-designated registered investment advisor at Summit Wealth Group, based in Lakewood, CO, with 4 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,544 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth charges a percentage of your portfolio each year for investment management services. The fee is calculated based on the value of your portfolio at the end of the previous quarter and is billed quarterly in advance. The exact fee is negotiable based on various factors, including the investment advisor representative providing the services, the type of client, the complexity of the client's situation, and the total amount of assets under management. The firm pays all trade expenses of trades placed on your behalf.
Location
141 Union Blvd. Suite 270, Lakewood, CO, 80228
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Summit Wealth Group
Previous Registrations
Commonwealth Financial NetworkBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations1 state
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