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Chad Aaron Warrick

Summit Wealth Partners, LLC

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About Chad Aaron Warrick

Chad Warrick is an Investment Advisor Representative associated with Summit Wealth Partners, LLC. Chad has been active in the investment industry since February 2000. Chad currently holds registrations as an Investment Advisor Representative in California, Colorado, Florida, Georgia, Louisiana, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Chad specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Chad also holds Series 7, Series 63, and Series 65 securities licenses.

Firm Information

Chad Warrick is currently registered with Summit Wealth Partners, LLC. Summit Wealth Partners, LLC is an Orlando, FL-based registered investment advisor with over $629.5 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. The firm has a team of 5 licensed agents and 11 investment advisor representatives.
Summit Wealth Partners, LLC

800 N. ORANGE AVENUE

ORLANDO, FL 32801

$629.51M

Assets Under Management

50

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Warrick’s Registration & Firm History

FL

03/28/2024 - Present

Summit Wealth Partners, LLC (ORLANDO FL)

TX

02/01/2000 - 07/27/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 05/03/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Aaron Warrick.
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