Summit Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Summit Wealth Partners reports 783 clients. They include 639 individual clients, 131 high-net-worth individuals and 9 other clients. Of its assets, 89.6% ($605M across 1,885 accounts) are managed with discretion; $70.3M across 155 accounts are not. A wrap fee program the firm both sponsors and manages holds $240M. It advised 17 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 31% |
| High-net-worth individuals | 17% | 66% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 3% |
| Other | 1% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 639 | $212M | 31.3% | $331K |
| High-net-worth individuals | 131 | $445M | 65.9% | $3.4M |
| Charitable organizations | 1 | $271K | 0.0% | $271K |
| Corporations and other businesses | 3 | $18.5M | 2.7% | $6.17M |
| Other | 9 | $0 | 0.0% | $0 |
| Total | 783 | $676M | 100% | $863K |
- Clients
- 639
- Regulatory AUM
- $212M
- AUM share
- 31.3%
- Avg. per client
- $331K
- Clients
- 131
- Regulatory AUM
- $445M
- AUM share
- 65.9%
- Avg. per client
- $3.4M
- Clients
- 1
- Regulatory AUM
- $271K
- AUM share
- 0.0%
- Avg. per client
- $271K
- Clients
- 3
- Regulatory AUM
- $18.5M
- AUM share
- 2.7%
- Avg. per client
- $6.17M
- Clients
- 9
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 783
- Regulatory AUM
- $676M
- AUM share
- 100%
- Avg. per client
- $863K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 17
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Summit Wealth Partners charges 0.75%–2.00% a year for its Standard Wealth Management Fee. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Held-Away Account Management
- Management of held-away accounts through a third-party platform is charged an annual fee of 0.30%, billed quarterly in advance.
Fiduciary Professionals LLC owns 50% to 75% of Summit Wealth Partners and is in turn owned by Investors Advocate LLC (75% or more). The leadership team of Summit Wealth Partners includes President Jason Print. It has 21 employees, 12 of them in advisory roles.
Leadership
- Jason PrintManager, Co- President & CEO
- Chad WarrickManager, CCO, Co-President & CEO
- William KovacsGeneral Counsel
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Andrew Christopher Baker
- Omar Bhangia
- Shari Nicole de Ron
- Andrew Michael Dickens
- Ryan Michael Gavin
- Sharon Kay Hooper
- Scott Kremer
- Chad Daniel Leatherwood
- Amanda Elizabeth Pate
- Jason Patrick Print
- Bradley David Towle
- Chad Aaron Warrick
Staff
- 21 employees
- 12 in advisory functions
- 12 state-registered reps
- 3 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Summit Wealth Partners, LLC
Fiduciary Professionals LLC
Control person · since December 2015
- Owns 75% or more of Fiduciary Professionals LLC
Investors Advocate LLC
Control person · since December 2015
- Owns 50% to 75% of Investors Advocate LLC
Chad Warrick
Control person · since April 2017
- Owns 50% to 75% of Investors Advocate LLC
Jason Print
Control person · since April 2017
William Kovacs
General counsel & member · since March 2020
- Owns 25% to 50% of Summit Wealth Partners, LLC
Stratos Wealth Holdings LLC
since December 2020
Summit Wealth Partners’ regulatory assets grew from $571M (March 2021) to $676M (March 2026); clients rose from 731 to 783 and employees from 18 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $676M | 783 | 21 | 7 |
| March 2025 | $630M | 776 | 19 | 4 |
| March 2024 | $630M | 850 | 19 | 5 |
| March 2023 | $566M | 835 | 20 | 6 |
| March 2022 | $649M | 796 | 20 | 4 |
| March 2021 | $571M | 731 | 18 | 4 |
Besides its headquarters, Summit Wealth Partners has 6 offices (4 private residences, listed without an address), with 3 listed addresses in Florida.
Florida · 3 listed addresses
- 800 N. Orange Avenue, Suite 302, OrlandoHQ
- 999 Vanderbilt Beach Road, Naples
- 15050 Elderberry Lane, Fort Myers
Contact and registration details
- Legal name
- Summit Wealth Partners, LLC
- Headquarters
- 800 N. Orange Avenue, Suite 302, Orlando, FL 32801
- Website
- summitwealthpartners.com
- Phone
- 407-656-2252
- @mysummitwealth
- SEC file
- 801-107751
- Founded
- 2005
- Structure
- Florida LLC
- Fiscal year end
- December
Summit Wealth Partners uses Charles Schwab ($501M, 74%) and Fidelity ($179M, 26%) as custodians for its separately managed accounts. Summit Wealth Partners has custody of $405M in client assets for 524 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $501M74%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $179M26%
At year end, Summit Wealth Partners’ separately managed accounts were mostly in funds (77%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $702M across 280 positions; the largest are iShares TR (4.8%), iShares TR (4.0%) and iShares TR (3.7%).
What the accounts hold
- Stocks13%
- Exchange-traded equities12%
- Non-exchange-traded equities1%
- Funds77%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash7%
Reported 13F holdings
- $702M
- Reported 13F value
- 280
- Positions
- 30.6%
- In the 10 largest
- +11.1%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF4.8%
- iShares TR · Rus 1000 Grw ETF4.0%
- iShares TR · MSCI USA Qlt Fct3.7%
- Invesco Qqq TR · Unit Ser 13.6%
- Blackrock ETF Trust II · Isha Flex IN ETF2.8%
- iShares TR · Core Univrsl Usd2.5%
- iShares TR · Core US Aggbd ET2.4%
- iShares TR · MSCI USA Min ETF2.4%
- J P Morgan Exchange Traded F · Ultra Shrt ETF2.3%
- Fidelity Merrimack Str TR · Total BD ETF2.0%
Together, the ten largest are 30.6% of reported value.
How many clients does Summit Wealth Partners have?
Summit Wealth Partners has 783 clients and manages $676 million for them, as of March 2026. They include 639 individual clients, 131 high-net-worth individuals and 9 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Summit Wealth Partners offer?
Summit Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, philanthropic planning, and tax planning.
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 Partners charge?
Summit Wealth Partners charges 0.75%–2.00% a year for its Standard Wealth Management Fee. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Summit Wealth Partners use?
Summit Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $501M and Fidelity Brokerage Services LLC (Smithfield, RI), with $179M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Summit Wealth Partners have?
Summit Wealth Partners has 12 investment adviser representatives registered with state securities authorities, out of 21 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Summit Wealth Partners invest in?
At the end of its last fiscal year, Summit Wealth Partners’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 7% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Summit Wealth Partners?
Summit Wealth Partners is owned through a chain of holding companies by Chad Warrick and Jason Print. Its direct owners are Fiduciary Professionals LLC (50% to 75%) and Stratos Wealth Holdings LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Summit Wealth Partners get paid?
Summit Wealth Partners 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 Partners?
Summit Wealth Partners’ main office is at 800 N. Orange Avenue, Suite 302, Orlando, FL 32801. Its phone number is 407-656-2252. Its website is summitwealthpartners.com.