SUMMIT WEALTH GROUP LLC

Name: SUMMIT WEALTH GROUP LLC
Address: 20B HAMPTON ROAD, EXETER, NH 03833, exeter, IL, US
Telephone: (802) 295-5300
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Exeter, Illinois

📍 20B HAMPTON ROAD, EXETER, NH 03833, Exeter, Illinois

📞 (802) 295-••••

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📍 20B HAMPTON ROAD, EXETER, NH 03833, Exeter, Illinois

About SUMMIT WEALTH GROUP LLC

SUMMIT WEALTH GROUP LLC is a financial advisor located in Exeter, Illinois. As a local financial advisor, they serve Exeter and surrounding communities in Illinois. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Exeter should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Illinois securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Exeter

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Exeter may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Exeter

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Frequently Asked Questions

How much does a financial advisor cost in Exeter?

Financial Advisors in Exeter typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Exeter?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 0 financial advisors in Exeter to choose from.

Does SUMMIT WEALTH GROUP LLC offer free quotes?

Contact SUMMIT WEALTH GROUP LLC directly to ask about free estimates. You can also request a quote through ProHorizon.