# Daniel Bertleff

> Daniel Bertleff is a fee-only financial advisor at Landmark Wealth Management in Getzville, New York, who holds the CFP credential. Landmark Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-bertleff/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Landmark Wealth Management
- **Based in:** Getzville, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $679.7M across 298 accounts
- **Credentials:** CFP
- **CRD:** 7948703 (https://adviserinfo.sec.gov/individual/summary/7948703)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.landmarkfirm.com

## Frequently asked questions

### Is Daniel Bertleff a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Landmark Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Landmark Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Daniel Bertleff based?

Daniel Bertleff is based in Getzville, New York.

### What credentials does Daniel Bertleff hold?

Daniel Bertleff holds the CFP credential.

### Is Daniel Bertleff registered with the SEC?

Yes. Daniel Bertleff is registered as an investment adviser representative in NY (CRD 7948703), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Landmark Wealth Management manage?

Landmark Wealth Management reports $679.7M across 298 accounts in assets under management.

### How do I contact Daniel Bertleff?

Through Daniel's website, www.landmarkfirm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7948703): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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