Chad
Leatherwood
Summit Wealth Partners, LLC
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About this Advisor
Chad Leatherwood is a certified financial planner based out of Fort Myers, Florida with 7 years of industry experience. Leatherwood is currently employed by Summit Wealth Partners, LLC. Their career trajectory has included roles at Signature Financial Strategies, LLC, Finley Wealth Management, LLC, Smc Advisory Network, LLC, Insurance Agent and Summit Wealth Partners, LLC. Leatherwood has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Colorado, Florida, Illinois, Louisiana, Michigan, Missouri, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Virginia. Summit Wealth Partners, LLC is a financial advisory company that has its headquarters in Orlando, FL. The investment advisory business has offices in five locations and a total of 20 advisors. It administers $566 million in assets across its 2,090 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 2,090 customer accounts, just 14% belong to high-net-worth investors who have at least $1 million in investable assets. Summit Wealth Partners, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fee schedules largely depend on which service is provided. However, fees billed by Summit Wealth Partners, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Wealth Partners, LLC Brokerage Details
$565,716,969
20
2,090
$270,678
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Chad Leatherwood Work History
Chad has been registered as a financial advisor for 7 years.*
Summit Wealth Partners, LLC
Signature Financial Strategies, LLC
Smc Advisory Network, LLC
Finley Wealth Management, LLC
Insurance Agent
*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 Chad Leatherwood 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 Partners, LLC
Naples, FL
Fort Myers, FL
Naples, FL
Orlando, FL
Naples, FL
Naples, FL
Orlando, FL
Orlando, FL
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.
