Summit Planning Group is a registered investment advisor based in Connecticut that focuses on personalized financial planning for business owners and high-net-worth individuals. The firm creates written financial plans covering investment planning, retirement strategies, estate planning, fringe benefits, and business continuation planning. Summit Planning Group also provides corporate advisory services, including retirement plan education and executive financial consulting. While the firm provides guidance on general asset allocation and financial strategies, Summit Planning Group does not directly manage investment portfolios or hold client funds. Representatives of Summit Planning Group may also be registered with a broker-dealer to offer securities and insurance products separately to clients who wish to implement their financial plans.
Fee Structure
Clients are encouraged to renew their financial planning agreements annually to update their strategies and review their financial progress. Renewal fees range from $1,000 to $15,000 depending on the complexity of your situation.
- Comprehensive first-year financial plan — $2,000 to $25,000 depending on the complexity of your financial situation and objectives
- Hourly consulting — $150 to $250 per hour, available in rare circumstances at the client's request