SUMMIT GROUP RETIREMENT PLANNERS, INC.

CRD 169823File 801-110664

APPROVED

Retail clients

Filing as of Feb 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$302.3M

Below cohort median (national)

Discretionary AUM

Non-discretionary $302.3M

Clients

247

255 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: May 31, 2017
Principal office: 431 EXTON COMMONS, EXTON, PA, 19341
Phone: 484-467-7899
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/SUMMIT-GROUP-RETIREMENT-PLANNERS-INC-/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $302.3M
Discretionary AUM: $0
Non-discretionary AUM: $302.3M
Discretionary accounts: 0
Non-discretionary accounts: 255
Total accounts: 255
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$641K
Charitable organizations	Fewer than 5	$975K
High net worth individuals	12	$25.6M
Pension and profit sharing plans	58	$234.9M
Individuals (other than high net worth individuals)	177	$39.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.