Christopher Congema
Landmark Wealth Management, LLC · New York, New York
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.
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Specialties
Who they serve
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $442.0M across 865 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 2590933 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | landmarkwealthmgmt.com |
How Christopher's firm compares
- Landmark Wealth Management, LLC's average account is about $511,000, from its Form ADV (assets managed divided by 865 accounts).
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Questions about Christopher
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Landmark Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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