SUMMIT PLANNING GROUP, LLC

SUMMIT PLANNING GROUP, LLC of BRANFORD, CT is an SEC-registered investment adviser (CRD 126563).

Registration

• CRD: 126563
• Type: Registered investment adviser
• Location: 420 EAST MAIN STREET, BRANFORD, CT, 06405
• Phone: 203-483-3313
• Latest filing: 2026-07-02
• Clients: 5

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126563 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search