Dustin
Burkhart
Summit Wealth And Retirement Partners
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About this Advisor
Dustin Burkhart is a financial advisor working out of Danville, California who has 1 year of relevant experience. Burkhart works at Summit Wealth And Retirement Partners. Over the course of their career, they have held roles at Student, Wayne Savings Community Bank, Whitaker-Myers Wealth Managers, LTD, 21St Century Financial and Summit Wealth And Retirement Partners. Burkhart has a Series 65 license, which qualifies them as an investment advisor representative, and can work in California, Idaho, Ohio and Texas. Summit Wealth And Retirement Partners is a business based in Danville, CA. The firm has offices in four locations and a total of 12 financial advisors. It manages $642 million in assets under management across its 887 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 887 accounts, 49% are held by high-net-worth individuals who have more than $1 million in assets. The company provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely vary depending on the type of services offered. Fees billed by Summit Wealth And Retirement Partners may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Wealth And Retirement Partners Brokerage Details
$642,042,879
12
887
$723,836
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
Dustin has been registered as a financial advisor for 1 years.*
Summit Wealth And Retirement Partners
Whitaker-Myers Wealth Managers, LTD
Wayne Savings Community Bank
21St Century Financial
Student
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Danville, CA
Danville, CA
Danville, CA
Danville, CA
Danville, CA
Danville, CA
Danville, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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