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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

SUMMIT PLANNING GROUP, LLC

CRD 126563

BRANFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ee6ca654-bb1f-0122-0d6d-d9a0af122184

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: Jul 2, 2026 to Jul 2, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 5
Advisory employees: 0
Offices: 1Schedule D 1.F, beyond the principal office
CRD: 126563
Filings on the tape: 1
First filed: Jul 2, 2026
Latest filed: Jul 2, 2026
Organised: Limited Liability Company, CT
Website: summitplanninggroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN VINCENT ONOFRIO	n/a	BRANFORD, CT	2	34	4	yes
KARL JAMES ZIROLLI	Certified Financial Planner	GLASTONBURY, CT \| Glastonbury, CT	2	39	5	yes
BENJAMIN VINCENT ONOFRIO	n/a	BRANFORD, CT	2	10	2	yes
CHARLES DAVID KONCZ	n/a	BRANFORD, CT	2	33	4	yes

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INDEPENDENT ADVISERS GROUP CORP	3	Dec 31, 2024	Mar 28, 2001	BRANFORD, CT	Firm absorbed	Other	60.0%

Relationships

Registered with (7)

← BENJAMIN VINCENT ONOFRIOAdvisorregistration: current employment
Jun 16, 2026 to presentfactForm ADV
← BRIAN VINCENT ONOFRIOAdvisorregistration: previous registration
Oct 31, 1995 to Dec 31, 2024factForm ADV
← KARL JAMES ZIROLLIAdvisorregistration: previous registration
Jul 23, 1997 to Dec 31, 2024factForm ADV
← CHARLES DAVID KONCZAdvisorregistration: previous registration
Aug 24, 1995 to Dec 31, 2024factForm ADV
← JAY WILLIAM PINTOAdvisorregistration: previous registration
Apr 7, 2006 to Dec 31, 2024factForm ADV
← ALISON GROSS GAFFNEYAdvisorregistration: previous registration
Sep 7, 2011 to Dec 31, 2024factForm ADV
← WILLIAM JOSEPH RICHARDSONAdvisorregistration: previous registration
Aug 3, 1999 to Oct 19, 2006factForm ADV

Moved with (1)

→ INDEPENDENT ADVISERS GROUP CORPRegistered adviser3 advisors, firm absorbed, same day
Dec 31, 2024 to Mar 28, 2001factForm ADV

Dated events

Occurred
Dec 31, 2024
Firm absorbed
Summit Planning Group, LLC's advisors moved to Independent Advisers Group Corp (Branford, CT): 3 of 5 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Dec 31, 2024
Advisor changed firm
Charles David Koncz left Summit Planning Group, Llc for Independent Advisers Group Corp (registered 1997-06-24)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Brian Vincent Onofrio left Summit Planning Group, Llc for Independent Advisers Group Corp (registered 2001-03-28)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Karl James Zirolli left Summit Planning Group, Llc for Independent Advisers Group Corp (registered 1997-08-08)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Alison Gross Gaffney left Summit Planning Group, Llc for Lpl Financial Llc (registered 2024-06-12)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Jay William Pinto left Summit Planning Group, Llc for Summit Asset Management, Llc (registered 2006-10-10)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee6ca654-bb1f-0122-0d6d-d9a0af122184
First observed: Jul 2, 2026
Last observed: Jul 2, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SUMMIT PLANNING GROUP, LLC

CRD 126563

BRANFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ee6ca654-bb1f-0122-0d6d-d9a0af122184

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN VINCENT ONOFRIO

n/a

BRANFORD, CT

yes

KARL JAMES ZIROLLI

Certified Financial Planner

GLASTONBURY, CT | Glastonbury, CT

yes

BENJAMIN VINCENT ONOFRIO

n/a

BRANFORD, CT

yes

CHARLES DAVID KONCZ

n/a

BRANFORD, CT

yes

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INDEPENDENT ADVISERS GROUP CORP

Dec 31, 2024

Mar 28, 2001

BRANFORD, CT

Firm absorbed

Other

60.0%