Dustin
Burkhart
Summit Wealth And Retirement Partners
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About this Advisor
Dustin Burkhart is a financial advisor based in San Ramon, California, working with Summit Wealth And Retirement Partners. Dustin has previously held positions as a student, at Wayne Savings Community Bank, Whitaker-Myers Wealth Managers, LTD, 21st Century Financial, Summit Wealth And Retirement Partners, and Summit Tax Planning Inc. Dustin has passed the Series 65 regulatory exam and is registered to provide services in California, Idaho, Ohio, and Texas. Currently, Dustin is part of Summit Wealth And Retirement Partners, which operates out of San Ramon, California. The firm has 3 offices and 10 employees. The firm manages assets totaling $721.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Summit Wealth And Retirement Partners includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Wealth And Retirement Partners Brokerage Details
$721,011,171
10
917
$786,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Dustin Burkhart Work History
Summit Tax Planning Inc
Summit Wealth And Retirement Partners
Whitaker-Myers Wealth Managers, LTD
Wayne Savings Community Bank
21St Century Financial
Student
Student
Disclosures
Please visit the SEC profile of Dustin Burkhart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Wealth And Retirement Partners
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
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