Fee-only adviser · Camarillo, CA
Summit Wealth Management Group, Inc.
Summit Wealth Management Group, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Camarillo, California. On its latest Form ADV, filed October 1, 2026, it reports $250M in regulatory assets under management, 380 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 170029 · SEC file 801-110950 |
| Office | 400 Camarillo Ranch Road Suite 202 Camarillo, CA 93012 |
| Phone | (805) 384-1186 |
| Website | www.yoursummitwealth.com |
| Regulatory assets under management | $250M |
| Individual clients | 184 non-high-net-worth, 196 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Camarillo
- Brightpath Wealth Planning, LLC $206M
- Janis Financial, LLC $27M
- Carty Financial, Inc. $40M
- Advantage Financial Consultants $5.2M
- Barry F.t. Bolker Not reported
- Bernzott Capital Advisors $265M
See all 8 fee-only advisers in Camarillo →
Nearby
- Newbury Park 1 firm
- Thousand Oaks Drive 1 firm
- Thousand Oaks 13 firms
- Moorpark 1 firm
- Westlake Village 26 firms
- Ventura 5 firms
- Malibu 1 firm
- Agoura Hills 2 firms
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