Thomas
Hartman
Summit Wealth Group LLC
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About this Advisor
Thomas Hartman is a financial advisor based in White River Junction, Vermont, working with Summit Wealth Group LLC. Thomas has previously held positions at Cambridge Investment Research, Inc, Summit Tax Services, Cambridge Investment Research Advisors, Inc, Everbank, and Summit Wealth Group, LLC. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Vermont. Currently, Thomas is part of Summit Wealth Group LLC, which operates out of White River Junction, Vermont. The firm has 1 office and 10 employees. The firm manages assets totaling $516.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Summit Wealth Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Wealth Group LLC Brokerage Details
$516,062,243
10
1,137
$453,881
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Thomas Hartman Work History
Summit Wealth Group, LLC
Summit Tax Services
Everbank
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
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
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