Daniel Bertleff
Landmark Wealth Management · Getzville, New York
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.
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Facts
| Firm | Landmark Wealth Management |
|---|---|
| Based in | Getzville, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $679.7M across 298 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7948703 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.landmarkfirm.com |
How Daniel's firm compares
- Landmark Wealth Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 298 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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