Thomas
Hartman
Summit Wealth Group LLC
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About this Advisor
Thomas Hartman is a certified financial planner operating out of White River Junction, Vermont. Hartman is an advisor for Summit Wealth Group LLC. Throughout their career, they have worked at Cambridge Investment Research, Inc, Summit Tax Services, Cambridge Investment Research Advisors, Inc, Everbank and Summit Wealth Group, LLC. Hartman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Vermont. Summit Wealth Group LLC is a business operating out of White River Junction, VT. The firm has a total of 11 people on staff. It oversees $500 million in assets under management among its 1,351 accounts, making it one of the larger firms in the nation by assets under management. Of its 1,351 customer accounts, 39% belong to high-net-worth clients who have at least $1 million in assets. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually vary depending on which services the firm provides the client. Fees billed by Summit Wealth Group 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 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
Thomas Hartman Work History
Thomas has been registered as a financial advisor for 0 years.*
Summit Wealth Group, LLC
Summit Tax Services
Everbank
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, 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 Thomas Hartman 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
White River Junction, VT
Exeter, NH
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.
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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.
