# SUMMIT GROUP RETIREMENT PLANNERS, INC.

SUMMIT GROUP RETIREMENT PLANNERS, INC. of EXTON, PA is an SEC-registered investment adviser.

## Registration

- CRD: 169823
- Type: SEC-registered investment adviser
- SEC file number: 801-110664
- Location: 431 EXTON COMMONS, EXTON, PA, 19341
- Phone: 484-467-7899
- Latest filing: 2026-02-26
- Regulatory AUM: $302.3M
- Non-discretionary AUM: $302.3M
- Clients: 4
- Accounts: 255

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Anthony John Fiorenza | CEO | — |
| Derek Christopher Fiorenza | COO AND CCO | — |
| FIORENZA ANTHONY JOHN | CEO | — |
| FIORENZA DEREK CHRISTOPHER | COO AND CCO | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 484-467-7899 |
| — | — | 1 | 484-467-7899 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169823/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169823/similar
- Related entities: https://search.stillhousedata.com/firm/169823/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169823

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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.