Matthew Allen Weed
Investment adviser representative at Summit Financial Advisors, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$232.8MFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Summit Financial Advisors, Inc.May 2015 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, OH).
Summit Financial Advisors, Inc.
$232.8MAssets managed
139Clients
5Advisers
11 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
- 5112691
- Firm CRD
- 145007