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Andrea Lynne Spinardi

SUMMIT WEALTH GROUP, LLC·TULSA, Oklahoma
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9175 S YALE AVENUE, TULSA, OK 74137CRD# 5766445Firm CRD# 166118
01

About

Andrea Lynne Spinardi is a registered financial advisor based in TULSA, Oklahoma, affiliated with SUMMIT WEALTH GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUMMIT WEALTH GROUP, LLC
SUMMIT WEALTH GROUP, LLC
AUM
$123M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SUMMIT WEALTH GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5766445
Firm CRD# 166118
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrea Lynne Spinardi offer?
Andrea Lynne Spinardi specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Andrea Lynne Spinardi's credentials?
Andrea Lynne Spinardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Lynne Spinardi located?
Andrea Lynne Spinardi is based in TULSA, Oklahoma, working with SUMMIT WEALTH GROUP, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Andrea Lynne Spinardi charge for services?
Andrea Lynne Spinardi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT WEALTH GROUP, LLC?
SUMMIT WEALTH GROUP, LLC has approximately 8 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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