# Christopher Congema

> Christopher Congema is a fee-only financial advisor at Landmark Wealth Management, LLC in New York, New York, who holds the CFP credential. Christopher charges a percentage of assets (0.9% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/christopher-congema/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Landmark Wealth Management, LLC
- **Based in:** New York, New York
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.9% a year on the first tier of assets managed; a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $442.0M across 865 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 2590933 (https://adviserinfo.sec.gov/individual/summary/2590933)
- **SEC registration:** Investment adviser representative in FL, NY
- **Exams passed:** Series 63 (1995), Series 65 (1995)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://landmarkwealthmgmt.com

## Frequently asked questions

### Is Christopher Congema a fee-only financial advisor?

Yes. Christopher Congema is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Christopher's firm.

### How does Christopher charge for financial advice?

Christopher charges a percentage of assets.

### How much does Christopher charge?

According to Landmark Wealth Management, LLC's website, checked October 28, 2026: 0.9% a year on the first tier of assets managed; a $500,000 asset minimum.

### Does Christopher work with clients virtually?

Yes. Landmark Wealth Management, LLC says on its website that it works with clients remotely.

### Where is Christopher Congema based?

Christopher Congema is based in New York, New York.

### What does Christopher specialize in?

Christopher's specialties include retirement planning, tax planning and estate & legacy planning. Christopher works with retirees.

### What credentials does Christopher Congema hold?

Christopher Congema holds the CFP credential.

### Is Christopher Congema registered with the SEC?

Yes. Christopher Congema is registered as an investment adviser representative in FL and NY (CRD 2590933), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Landmark Wealth Management, LLC manage?

Landmark Wealth Management, LLC reports $442.0M across 865 accounts in assets under management.

### How do I contact Christopher Congema?

Through Christopher's website, landmarkwealthmgmt.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38230): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://landmarkwealthmgmt.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.