Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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

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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.

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Other Business ActivitiesSells Insurance

Shari works as a mobile notary and photo digitizer, each taking minimal time. She also works as a Client Service Specialist for Signature Financial Strategies, LLC, dedicating nearly full-time hours to providing administrative and client services for a licensed insurance agency.

Employment History
Current Registrations
Summit Wealth Partners, LLC
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Shari Nicole De Ron - Financial Advisor | TrueAdvisor