Summit Wealth Advocates is an independent Registered Investment Adviser (RIA) based in Plymouth, Minnesota. Founded by Travis Melin, the firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not receive commissions for selling financial products. This structure allows them to act as a fiduciary, legally obligated to act in their clients' best interests. The company provides comprehensive financial planning services, including retirement planning, investment management, tax strategies, and estate planning, primarily for individuals, families, and business owners.

Founded in

United States