How is Summit Financial Strategies, Inc. compensated for our services?
Summit Financial Strategies, Inc. is a Fee-Only planning firm. In all circumstances, Summit is compensated solely by the client, with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product. Summit may not receive commissions, rebates, finder’s fees, bonuses or any form of compensation from others as a result of a client’s implementation of the individual’s planning recommendations.