AdvisorOS Directory
Claim Profile
Unclaimed Profile
TH

Thomas Colt Hartman

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Colt Hartman · WHITE RIVER JUNCTION, VT
Registration
CRD #4099207 · SUMMIT WEALTH GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

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
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
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 at SUMMIT WEALTH GROUP LLC

Abigail Lechthaler Hurlburt
WHITE RIVER JUNCTION, VT
Erik Matthew Potts
WHITE RIVER JUNCTION, VT
Thomas Gates Wagner
WHITE RIVER JUNCTION, VT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)SOUTH BURLINGTON (17)BRATTLEBORO (13)SHELBURNE (11)NORWICH (9)WILLISTON (8)STOWE (5)ESSEX JUNCTION (4)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideSOUTH BURLINGTON GuideBRATTLEBORO Guide
Research
Advisor Fees in VermontNational Fee Analysis
Request removal of this profile