Why Use This Tool?

FPA PlannerSearch Participants:

Find the Certified Financial Planner™
Who's right for you.

Summit Asset Management

5100 Wheelis Dr
Suite 107
Memphis, TN 38117
Phone: (901) 729-8100
Fax: (901) 729-8101

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.