Lindsay DeLellis
Landmark Wealth Management · Getzville, New York
Lindsay DeLellis 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 7344993 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.landmarkfirm.com |
How Lindsay'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 Lindsay
Is Lindsay DeLellis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lindsay 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 Lindsay charge for financial advice?
Lindsay's firm, Landmark Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Lindsay DeLellis based?
Lindsay DeLellis is based in Getzville, New York.
What credentials does Lindsay DeLellis hold?
Lindsay DeLellis holds the CFP credential.
Is Lindsay DeLellis registered with the SEC?
Yes. Lindsay DeLellis is registered as an investment adviser representative in NY (CRD 7344993), 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 Lindsay DeLellis?
Through Lindsay'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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