Abigail
Hurlburt
Summit Wealth Group LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Abigail Hurlburt is a certified financial planner based out of White River Junction, Vermont. Hurlburt is on the advisory team at Summit Wealth Group LLC. Throughout their career, Hurlburt has worked at New England Securities, Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc, Summit Wealth Group LLC and Purshe Kaplan Sterling Investments. Hurlburt holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Vermont. Summit Wealth Group LLC is a financial advisory company operating out of White River Junction, VT. It has a total of 11 financial advisors. It oversees $500 million in assets among its 1,351 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 1,351 accounts, 39% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees charged by Summit Wealth Group LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Summit Wealth Group LLC Brokerage Details
$499,675,083
11
1,351
$369,856
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Abigail Hurlburt Work History
Abigail has been registered as a financial advisor for 0 years.*
Summit Wealth Group LLC
Purshe Kaplan Sterling Investments
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
New England Securities
*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 Abigail Hurlburt 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
White River Junction, VT
White River Junction, VT
White River Junction, VT
White River Junction, VT
White River Junction, VT
Exeter, NH
White River Junction, VT
White River Junction, VT
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
