AdvisorOS Directory
Claim Profile
TH

Thomas Colt Hartman

SUMMIT WEALTH GROUP LLC·WHITE RIVER JUNCTION, Vermont
Unclaimed Profile
205 BILLINGS FARM ROAD, WHITE RIVER JUNCTION, VT 05001CRD# 4099207Firm CRD# 282205
01

About

Thomas Colt Hartman is a registered financial advisor based in WHITE RIVER JUNCTION, Vermont, 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
$516M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SUMMIT WEALTH GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4099207
Firm CRD# 282205
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WHITE RIVER JUNCTION?

Browse all registered financial advisors in WHITE RIVER JUNCTION, Vermont or claim this profile if it's yours.

Browse WHITE RIVER JUNCTION AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Thomas Colt Hartman offer?
Thomas Colt Hartman specializes in Financial Planning, Investment Management. Contact their office in WHITE RIVER JUNCTION, Vermont for a consultation.
What are Thomas Colt Hartman's credentials?
Thomas Colt Hartman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Colt Hartman located?
Thomas Colt Hartman is based in WHITE RIVER JUNCTION, Vermont, working with SUMMIT WEALTH GROUP LLC. Their office serves clients in the WHITE RIVER JUNCTION metropolitan area and surrounding communities.
How does Thomas Colt Hartman charge for services?
Thomas Colt Hartman'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 10 employees and manages $516M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WHITE RIVER JUNCTION
Thomas Gates Wagner — SUMMIT WEALTH GROUP LLCAbigail Lechthaler Hurlburt — SUMMIT WEALTH GROUP LLCErik Matthew Potts — SUMMIT WEALTH GROUP LLC
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)
City Guides
BURLINGTON GuideMONTPELIER GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO Guide
Research
Advisor Fees in VermontNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile