Landon Blodgett
Blodgett Wealth Advisors · Concord, California
Landon Blodgett is a fee-only financial advisor at Blodgett Wealth Advisors in Concord, California. Landon focuses on retirement planning, family wealth transfer and small business owners. Blodgett Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Multi-generational families
Facts
| Firm | Blodgett Wealth Advisors |
|---|---|
| Based in | Concord, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $250.9M across 104 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7215239 |
| Exams passed | Series 63 (2020) · Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.blodgettwealth.com |
| Profile |
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Questions about Landon
Is Landon Blodgett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Landon holds no broker registration, and Blodgett Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Landon charge for financial advice?
Landon's firm, Blodgett Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Landon Blodgett based?
Landon Blodgett is based in Concord, California.
What does Landon specialize in?
Landon's specialties include retirement planning, family wealth transfer and small business owners. Landon works with retirees, pre-retirees, founders and multi-generational families.
Is Landon Blodgett registered with the SEC?
Yes. Landon Blodgett is registered as an investment adviser representative in CA (CRD 7215239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blodgett Wealth Advisors manage?
Blodgett Wealth Advisors reports $250.9M across 104 accounts in assets under management.
How do I contact Landon Blodgett?
Through Landon's website, www.blodgettwealth.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
- Blodgett Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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