Summit Wealth GroupFinancial advisor in Franklin, TN

Also ranked: #18 of 59 investment advisors in Franklin#17 of 38 wealth managers in Franklin

Summit Wealth Group is a financial advisor at 256 Seaboard Ln Suite, C101, Franklin, TN 37067, ranked #40 of 163 financial advisors in Franklin and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Franklin, TNUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (615) 376-5363 Website ↗

Key facts

Key facts about Summit Wealth Group
Address	256 Seaboard Ln Suite, C101, Franklin, TN 37067Get directions
Phone	(615) 376-5363
Website	summitwealthgroup.com
Hours	Monday to Thursday: 8:30 AM – 4:30 PM; Friday: 8:30 AM – 3 PM
Google rating	5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

Serves Franklin and 7 towns within 25 miles: Brentwood Estates, Brentwood, La Vergne, Nashville, Spring Hill, Smyrna and Mount Juliet.

Based in Franklin, TNView on map

Opening hours

Opening hours for Summit Wealth Group
Day	Hours
Monday	8:30 AM – 4:30 PM
Tuesday	8:30 AM – 4:30 PM
Wednesday	8:30 AM – 4:30 PM
Thursday	8:30 AM – 4:30 PM
Friday	8:30 AM – 3 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Summit Wealth Group

How is Summit Wealth Group ranked in Franklin?

Summit Wealth Group is ranked #40 of 163 financial advisors in Franklin by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Summit Wealth Group’s hours?

Summit Wealth Group is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 4:30 PM; Friday, 8:30 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Summit Wealth Group serve?

Serves Franklin and 7 towns within 25 miles: Brentwood Estates, Brentwood, La Vergne, Nashville, Spring Hill, Smyrna and Mount Juliet. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Summit Wealth Group?

Summit Wealth Group has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Summit Wealth Group?

Call Summit Wealth Group on (615) 376-5363. The business is at 256 Seaboard Ln Suite, C101, Franklin, TN 37067. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Summit Wealth Group compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Summit Wealth Group (this business)	—	66	5.0 (6)	No	No
Strategic Financial Partners	#38	67	4.5 (8)	No	No	0.9 mi
Luken Wealth Management	#39	66	5.0 (16)	No	No	6.1 mi
Paragon Private Wealth Management	#41	66	5.0 (6)	No	No	3.1 mi

See all 163 ranked financial advisors in Franklin