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Megan Deborah Eberhart

Summit Wealth Management LLC

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About Megan Deborah Eberhart

Megan Deborah Eberhart is a Chartered Financial Analyst and investment advisor representative at Summit Wealth Management LLC. Megan has over 10 years of experience in the financial services industry. Megan has held previous roles at Johnson Investment Counsel, GBQ Consulting, Point72 Asset Management, and STRS Ohio.

Firm Information

Megan Eberhart is currently registered with Summit Wealth Management LLC. Summit Wealth Management LLC is an investment advisor with 2 investment advisor representatives and a total of 456 accounts. They advise individuals, other than high-net-worth individuals, with $33,095,032 in assets under management and high-net-worth individuals with $74,607,770 in assets under management. Their total regulatory assets under management are $107,702,802. The firm offers portfolio management for individuals and pension consulting services.

$107.70M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Megan Eberhart’s Registration & Firm History

OH

10/31/2022 - Present

Summit Wealth Management LLC (AKRON OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Megan Deborah Eberhart.
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