Download "10 Things to Ask Before Hiring a Financial Advisor"

Learn the ten important questions that most people don’t ask before hiring a financial advisor.

By submitting this form you consent to receive email communications from Summit Wealth Group, LLC.

Stay in the know with our newsletter

Summit Wealth Group, LLC is a Registered Investment Advisor ("RIA"), under the Securities Exchange Commission, (“SEC”). Summit Wealth Group provides asset management and related services for clients nationally. Summit Wealth Group will file and maintain all applicable licenses as required by the state securities boards and/or the SEC, as applicable. Summit Wealth Group, LLC renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Summit Wealth Group, LLC provides prospective clients with a copy of our current Form ADV, Part 2A and relevant ADV Part 2B (s) prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time, you can Contact Us to request a hardcopy.

If you have any questions regarding Compliance and Regulatory information, please Contact Us

© Copyright 2023 Summit Wealth Group, LLC

Form CRS

Schedule A Call

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aliquam sit amet congue lorem, et pulvinar risus.

Meet With Ted

Meet With Luke

Meet Kate

Kate graduated from Oral Roberts University with a degree in Global Ministry and the Marketplace and went directly into full-time Ministry at her local church following graduation.

With a passion for helping people win and stewarding an atmosphere of excellence, she is driven to elevate systems, procedures, and programs. As a lifelong Tulsa resident, Kate recently married her high school sweetheart in July of 2022. When Kate is not in the office, you will find her serving the local church, playing pickleball, enjoying coffee with friends, and cheering on her husband, Brody, at the golf course.