Theodore
Spinardi

Summit Wealth Group, LLC

CRD#2302532
Investment Advisor
in Tulsa, OK

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About this Advisor

Theodore Spinardi is a certified financial planner based out of Tulsa, Oklahoma with a total of 10 years of industry experience. Spinardi is currently employed by Summit Wealth Group, LLC. Throughout their career, Spinardi has worked at Summit Wealth Group, LLC, Purshe Kaplan Sterling Investments, Summit Wealth Group, Inc D/B/A Summit Wealth Management and Lpl Financial, LLC. Spinardi has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona, California, Florida, Oklahoma and Texas. Summit Wealth Group, LLC is an advisory business based out of Tulsa, OK. The firm has just four people on staff. It controls $108 million in assets across its 486 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 486 customer accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in assets. The business offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Summit Wealth Group, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9175 S Yale Avenue Suite 100
Tulsa, OK 74137

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Summit Wealth Group, LLC Brokerage Details

Total Assets Under Management

$108,331,584

OK Average: $681,523,814
Total Number of Employees

4

OK Average: 15
Total Number of Accounts

486

OK Average: 642
Average Account Size

$222,904

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Theodore Spinardi Work History

Theodore has been registered as a financial advisor for 10 years.*

2021 - Present (3 years)

Summit Wealth Group, LLC

2021 - 2022 (1 year)

Purshe Kaplan Sterling Investments

2013 - 2021 (8 years)

Summit Wealth Group, Inc D/B/A Summit Wealth Management

2010 - 2019 (9 years)

Lpl Financial, LLC

*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 Theodore Spinardi 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 Group, LLC

Luke Spinardi
Tulsa, OK
Theodore Spinardi
Tulsa, OK

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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