Company Information

Get to know summit wealth advisors, llc

Founded in 2012, Summit Wealth Advisors, LLC is a fiduciary wealth management firm dedicated to providing personalized and comprehensive financial planning. The firm operates on a fee-only basis, ensuring its advice is aligned with the clients' best interests. Their services encompass retirement planning, investment management, tax strategies, and estate planning, aiming to help clients achieve their long-term financial goals and live an "intentional life." They emphasize a client-centric approach, building long-term relationships based on trust and transparency.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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summit wealth advisors, llc

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.