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SUMMIT WEALTH GROUP LLC

Financial Advisor serving Exeter, New Hampshire · 1 of 8 financial advisors in the area

📍 20B HAMPTON ROAD, EXETER, NH 03833
📞 (802) 295-••••
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📍 20B HAMPTON ROAD, EXETER, NH 03833

About SUMMIT WEALTH GROUP LLC

SUMMIT WEALTH GROUP LLC is a financial advisor located in Exeter, New Hampshire. As a local financial advisor, they serve Exeter and surrounding communities in New Hampshire. 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 New Hampshire securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Exeter

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$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. Prices in Exeter may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Exeter

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

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 8 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.

Other Financial Advisors in Exeter

Baystate Financial Services

149, Water Street, Exeter, NH, 03833

M. P. Losapio & Company

137R, Water Street, Exeter, NH, 03833

Edward Jones

133, Water Street, Exeter, NH, 03833

LEDGEWOOD WEALTH ADVISORS, LLC

92 PORTSMOUTH AVENUE, EXETER, NH 03833

AFFINITY INVESTMENT GROUP, LLC

18 HAMPTON ROAD, EXETER, NH 03833

CONSERVATION RESOURCE PARTNERS, LLC

8 CENTER STREET, EXETER, NH 03833