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SUMMIT PLANNING GROUP, LLC

CRD 126563

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420 EAST MAIN STREET, BUILDING 1, SUITE 11, BRANFORD, CT, 06405, United States

Phone

203-483-3313

Fax

203-483-2617

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

5 total employees; 0 advisory reps

Clients

0

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Services

Financial planningPension consultingINVESTMENT EDUCATION & CORPORATE EMPLOYEE FINANCIAL PLANNING SEVICES

All web addresses on file

Official SEC filing: View on IAPD