Joseph Favorito
Landmark Wealth Management · Melville, New York
Joseph Favorito 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, TX · CRD 2942891 |
| Exams passed | Series 63 (1998) · Series 66 (2003) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.landmarkwealthmgmt.com |
How Joseph'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 Joseph
Is Joseph Favorito a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, Landmark Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Favorito based?
Joseph Favorito is based in Melville, New York.
What credentials does Joseph Favorito hold?
Joseph Favorito holds the CFP credential.
Is Joseph Favorito registered with the SEC?
Yes. Joseph Favorito is registered as an investment adviser representative in FL, NY and TX (CRD 2942891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Landmark Wealth Management manage?
Landmark Wealth Management reports $442.0M across 865 accounts in assets under management.
How do I contact Joseph Favorito?
Through Joseph'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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