Two decades of fee-only financial planning -- built on trust, not transactions.
Our story
Summit Wealth Advisors was established in 2003 with a single conviction: that families deserve financial guidance free from sales pressure and conflicts of interest. After watching too many households steered toward high-commission products that served advisors more than clients, our founders built a fee-only practice from the ground up.
More than two decades and 850+ households later, that founding commitment has not wavered. We still write every plan ourselves, return every call, and put our fiduciary pledge in writing before the first dollar moves.
What we stand for
We are legally and ethically bound to act in your best interest -- not ours, not a product manufacturer's.
We earn no commissions, ever. Our advice is shaped only by your goals and the evidence.
We build portfolios on decades of academic research, not market predictions or hot trends.
We do not disappear after the plan is written. We meet regularly and adjust as your life evolves.
Service area
We work with clients throughout the Valley, with offices in Scottsdale for in-person consultations.