About Summit Financial Wealth Advisors
<p>From Lafayette in south Louisiana, Summit Financial Wealth Advisors works with clients across the Acadiana region and the Gulf Coast, with offices in Monroe and Ruston in north Louisiana, Metairie in the New Orleans metro, and Gulfport, Mississippi.</p> <p>Summit Financial Wealth Advisors is a registered investment advisor that has been in business for over 20 years. The firm is SEC-registered and provides fiduciary advice, with an approach built around straightforward guidance and disciplined investment management.</p> <p>The team helps individuals, families, and businesses with goal-based planning, including building wealth, protecting family finances, maximizing retirement income, and planning for legacy transfers. Summit focuses on targeting acceptable returns while avoiding undue risk, and aligns recommendations to each client’s objectives and risk tolerance.</p> <p>Summit reports $25.0B in assets under management (2026). A key differentiator is its multi-office presence across Louisiana plus the Mississippi Gulf Coast, which supports ongoing, local relationships while keeping advice consistent under a fiduciary standard.</p> <ul> <li>Fiduciary, SEC-registered RIA investment advice</li> <li>Retirement income planning and distribution strategy</li> <li>Investment management with risk controls</li> <li>Wealth, protection, and legacy planning for families and businesses</li> <li>Works alongside other <a href="/retirement-plans">retirement plan providers</a> as needed</li> </ul>
Website: https://www.summit-financial.com/
Office Locations
- Lafayette, LA
- Metairie, LA
- Gulfport, MS
- Lafayette, LA (Headquarters)
- Monroe, LA
- Ruston, LA
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $25.0B
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN | KENS FOODS, INC, MA | $124M | 1,651 |
| POLAR BEVERAGES RETIREMENT PLAN | POLAR CORP., MA | $102M | 1,905 |
| ISAACSON RETIREMENT PLAN | ISAACSON MILLER, MA | $48M | 242 |
| NORTEK RETIREMENT PLAN | BROAN-NUTONE LLC, WI | $43M | 84 |
| SMT 401(K) PLAN | SPORTSMEDIA TECHNOLOGY CORPORATION, NC | $41M | 453 |
| 401(k) Retirement Plan | Healthcare Sponsor, MA | $28M | 100 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TX | $28M | 433 |
| 401(k) Retirement Plan | Professional Services Sponsor, MI | $28M | 495 |
| 401(k) Retirement Plan | Technology Sponsor, NH | $27M | 484 |
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