Gary Wayne Ott

ChFC

Summit Wealth Strategies

49 Years of Experience

3 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Summit Wealth Strategies

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

4,970 clients

Average Client Portfolio

$197K average

Assets Under Management

$978.7M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $5.0M	2.00%
$5M+	1.00%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

16020 Swingley Ridge Road, Suite 110, Chesterfield, MO, 63005

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

February 2016

Final

Employment Separation After Allegations

January 2016

Customer Dispute

January 2008

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Gary is involved with Summit X LLC, providing investment advice, trade inputs, and financial planning, dedicating a quarter of his time to this. He is also an insurance agent with PKSF, spending about 10-20% of his time on insurance sales.