# SUMMIT PLANNING GROUP, LLC

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

## Registration

- CRD: 126563
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126563/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126563/similar
- Related entities: https://search.stillhousedata.com/firm/126563/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126563

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.