Joey Flinner
Landing Point Financial Group · Avon, Ohio
Joey Flinner is a fee-only financial advisor at Landing Point Financial Group in Avon, Ohio, who holds the CFP credential. Landing Point Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Joey →
Facts
| Firm | Landing Point Financial Group |
|---|---|
| Based in | Avon, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $381.3M across 1,792 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 2769395 |
| Exams passed | Series 63 (1997) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.landingpointfinancialgroup.com |
| Profile |
How Joey's firm compares
- Landing Point Financial Group's average account is about $213,000, from its Form ADV (assets managed divided by 1,792 accounts).
Request an introduction to Joey
Tell Joey a little about what you're looking for. Joey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joey
Is Joey Flinner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joey holds no broker registration, and Landing Point Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joey charge for financial advice?
Joey's firm, Landing Point Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joey Flinner based?
Joey Flinner is based in Avon, Ohio.
What credentials does Joey Flinner hold?
Joey Flinner holds the CFP credential.
Is Joey Flinner registered with the SEC?
Yes. Joey Flinner is registered as an investment adviser representative in OH (CRD 2769395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Landing Point Financial Group manage?
Landing Point Financial Group reports $381.3M across 1,792 accounts in assets under management.
How do I contact Joey Flinner?
Through Joey's website, www.landingpointfinancialgroup.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.
See something wrong? Request a correction. Read our methodology.