Chad
Warrick
Summit Wealth Partners, LLC
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About this Advisor
Chad Warrick is a financial advisor operating out of Orlando, Florida with 7 years of industry experience. Warrick is an employee of Summit Wealth Partners, LLC. During their career, the advisor has held roles at Summit Wealth Partners, Inc and Summit Wealth Partners, LLC. Warrick maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, Georgia and South Carolina. Summit Wealth Partners, LLC is a financial advisory business that has its headquarters in Orlando, FL. The firm has offices in five locations and a total of 20 people on staff. It handles $566 million in total assets across its 2,090 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 2,090 accounts, just 14% are held by high-net-worth individuals who have at least $1 million in assets. Summit Wealth Partners, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fee schedules usually vary depending on the type of financial services provided. Fee types charged by Summit Wealth Partners, LLC can be comprised 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 Warrick Work History
Chad has been registered as a financial advisor for 7 years.*
Summit Wealth Partners, LLC
Summit Wealth Partners, Inc
*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 Warrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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