Summit Wealth Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, tax planning, and tax preparation. Financial planning was provided to 1–10 clients last fiscal year.
Summit Wealth Group reports 456 clients. They include 223 high-net-worth individuals, 222 individual clients, and 11 pension and profit-sharing plans. Of its assets, 98.9% ($753M across 1,444 accounts) are managed with discretion; $8.66M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 12% |
| High-net-worth individuals | 49% | 86% |
| Pension and profit-sharing plans | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 222 | $88.5M | 11.6% | $399K |
| High-net-worth individuals | 223 | $656M | 86.1% | $2.94M |
| Pension and profit-sharing plans | 11 | $17.5M | 2.3% | $1.59M |
| Total | 456 | $762M | 100% | $1.67M |
- Clients
- 222
- Regulatory AUM
- $88.5M
- AUM share
- 11.6%
- Avg. per client
- $399K
- Clients
- 223
- Regulatory AUM
- $656M
- AUM share
- 86.1%
- Avg. per client
- $2.94M
- Clients
- 11
- Regulatory AUM
- $17.5M
- AUM share
- 2.3%
- Avg. per client
- $1.59M
Total
- Clients
- 456
- Regulatory AUM
- $762M
- AUM share
- 100%
- Avg. per client
- $1.67M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Summit Wealth Group charges 0.25%–1.50% a year for its Wealth Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial consulting
- Financial consulting is a fixed fee of $5,000 to $10,000, negotiable and based on the complexity of the project.
- Financial Life Planning
- Initial financial life planning is generally a fixed fee of $5,000 to $7,500 per plan; additional planning work is billed at $500 an hour.
- Tax preparation and planning
- Tax preparation and planning is a fixed annual fee of $750 to $2,500, based on service level, paid in advance by calendar year.
Abigail Hurlburt owns 50% to 75% of Summit Wealth Group. It has 10 employees, 7 of them in advisory roles.
Staff
- 10 employees
- 7 in advisory functions
- 8 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- 2 soliciting firms
- Owns 50% to 75% of Summit Wealth Group LLC
Abigail Hurlburt
Control person · since January 2016
- Owns 25% to 50% of Summit Wealth Group LLC
Panorama Wealth Strategies LLC
Control person · since January 2021
- Owns 75% or more of Panorama Wealth Strategies LLC
Erik Potts
Control person · since January 2021
Summit Wealth Group’s regulatory assets grew 1.6× from $477M (April 2021) to $762M (March 2026); clients rose from 411 to 456 and employees fell from 13 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $762M | 456 | 10 | 2 |
| Mar 2025March 2025 | $656M | 438 | 11 | 2 |
| Mar 2024March 2024 | $516M | 409 | 10 | 2 |
| Mar 2023March 2023 | $500M | 430 | 11 | 2 |
| Mar 2022March 2022 | $560M | 429 | 12 | 3 |
| Apr 2021April 2021 | $477M | 411 | 13 | 3 |
Besides its headquarters, Summit Wealth Group has 1 office, with 2 listed addresses across 2 states.
New Hampshire · 1 listed address
- 20b Hampton Road, ExeterHQ
Vermont · 1 listed address
- 205 Billings Farm Road, White River Junction
Contact and registration details
- Legal name
- Summit Wealth Group LLC
- Headquarters
- 20b Hampton Road, Exeter, NH 03833
- Website
- summitwg.com
- Phone
- 802-295-5300
- SEC file
- 801-107026
- Founded
- 2003
- Structure
- New Hampshire LLC
- Fiscal year end
- December
Summit Wealth Group’s named custodian for separately managed accounts is Charles Schwab ($676M). Summit Wealth Group has custody of $443M for 176 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $676M100%
At year end, Summit Wealth Group’s separately managed accounts were mostly in funds (88%).
What the accounts hold
- Stocks7%
- Funds88%
- Bonds1%
- Cash4%
How many clients does Summit Wealth Group have?
Summit Wealth Group has 456 clients and manages $762 million for them, as of March 2026. They include 223 high-net-worth individuals, 222 individual clients, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Summit Wealth Group offer?
Summit Wealth Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Summit Wealth Group charge?
Summit Wealth Group charges 0.25%–1.50% a year for its Wealth Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Source: ADV 2A, filed 11 March 2026
Which custodians does Summit Wealth Group use?
Summit Wealth Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $676M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Summit Wealth Group have?
Summit Wealth Group has 8 investment adviser representatives registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Summit Wealth Group invest in?
At the end of its last fiscal year, Summit Wealth Group’s separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 4% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Summit Wealth Group have a minimum investment?
Yes, Summit Wealth Group’s minimum account size for its Wealth Management is $1M.
Source: ADV 2A, filed 11 March 2026
Who owns Summit Wealth Group?
Summit Wealth Group is owned through a holding company by Erik Potts. Its direct owners are Abigail Hurlburt (50% to 75%) and Panorama Wealth Strategies LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Summit Wealth Group get paid?
Summit Wealth Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Summit Wealth Group?
Summit Wealth Group’s main office is at 20b Hampton Road, Exeter, NH 03833. Its phone number is 802-295-5300. Its website is summitwg.com.