Theodore Joseph Spinardi
Investment adviser representative at Summit Wealth Group, LLC
16 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$182.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Integrated Financial Solutions, LLCMay 2024 to now
- Integrated Tax Solutions, LLCMar 2023 to now
- Summit Wealth Group, LLC dba Integrated Wealth SolutionsJan 2021 to now
- Summit Wealth Group, LLCFeb 2019 to now
- Purshe Kaplan Sterling InvestmentsFeb 2021 to Feb 2022
- Summit Wealth Group, Inc. dba Summit Wealth ManagementJan 2013 to Jan 2021
- LPL Financial, LLCFeb 2010 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, FL, OK, TX).
Summit Wealth Group, LLC
$182.5MAssets managed
282Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2302532
- Firm CRD
- 166118