SUMMIT WEALTH AND RETIREMENT PARTNERS

Legal name: SUMMIT WEALTH & RETIREMENT PLANNING, INC.

CRD 285972File 801-108910

APPROVED

Retail clients

Custody

Filing as of Mar 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$978.1M

Above cohort median (national)

Discretionary AUM

$704.7M

Non-discretionary $273.4M

Clients

354

1,018 accounts

Employees

Top 25% of cohort in ID

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Jan 5, 2017
Principal office: 435 E SHORE DRIVE, SUITE 220, EAGLE, ID, 83616
Phone: (925) 927-1900
Website: HTTP://WWW.SUMMITWEALTHANDRETIREMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $978.1M
Discretionary AUM: $704.7M
Non-discretionary AUM: $273.4M
Discretionary accounts: 919
Non-discretionary accounts: 99
Total accounts: 1,018
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$9.2M
Charitable organizations	Fewer than 5	$123K
High net worth individuals	194	$900.6M
Individuals (other than high net worth individuals)	152	$68.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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.