James Millington
Landmark Wealth Management · Melville, New York
James Millington is a fee-only financial advisor at Landmark Wealth Management in Melville, New York, who holds the CFP credential. Landmark Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Landmark Wealth Management |
|---|---|
| Based in | Melville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $442.0M across 865 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 3118122 |
| Exams passed | Series 63 (1998) · Series 65 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.landmarkwealthmgmt.com |
How James's firm compares
- Landmark Wealth Management's average account is about $511,000, from its Form ADV (assets managed divided by 865 accounts).
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Questions about James
Is James Millington a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Landmark Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Millington based?
James Millington is based in Melville, New York.
What credentials does James Millington hold?
James Millington holds the CFP credential.
Is James Millington registered with the SEC?
Yes. James Millington is registered as an investment adviser representative in FL and NY (CRD 3118122), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Landmark Wealth Management manage?
Landmark Wealth Management reports $442.0M across 865 accounts in assets under management.
How do I contact James Millington?
Through James's website, www.landmarkwealthmgmt.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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