Fee-only adviser · Newton, MA
Triple Summit Advisors, LLC
Triple Summit Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Newton, Massachusetts (its office is a private residence, so the street address is not published). On its latest Form ADV, filed April 7, 2026, it reports $108M in regulatory assets under management, 169 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 | 282764 · SEC file 801-135686 |
| Office | Newton, MA (mailing address; office not published) |
| Phone | (917) 574-2670 |
| Website | www.triplesummit.com |
| Regulatory assets under management | $108M |
| Individual clients | 133 non-high-net-worth, 36 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 7, 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 not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- 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 Newton
- Renaissance Wealth Advisors, LLC $110M
- Ridley Cove Financial Advisors LLC $41M
- Paragon Financial Advisors $113M
- Insight Financial Strategists $28M
- Proficio Capital Partners LLC $8.2B
- Thurston Hall Investment Research, LLC $78M
See all 11 fee-only advisers in Newton →
Nearby
- West Newton 1 firm
- Waban 1 firm
- Auburndale 1 firm
- Newton Centre 1 firm
- Newton Upper Falls 1 firm
- Newton Lower Falls 1 firm
- Needham 10 firms
- Belmont 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Triple Summit Advisors, LLC? Update this listing.