# Patrick Greenhalgh

> Patrick Greenhalgh is a fee-only financial advisor at Lansing Street Advisors in Ambler, Pennsylvania. Patrick focuses on family wealth transfer and estate & legacy planning. Lansing Street Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-greenhalgh/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lansing Street Advisors
- **Based in:** Ambler, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $555.0M across 561 accounts
- **Specialties:** Family wealth transfer, Estate & legacy planning
- **Works with:** Multi-generational families
- **CRD:** 6622405 (https://adviserinfo.sec.gov/individual/summary/6622405)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2016)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.lansingadv.com

## Frequently asked questions

### Is Patrick Greenhalgh a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Lansing Street Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patrick charge for financial advice?

Patrick's firm, Lansing Street Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Patrick Greenhalgh based?

Patrick Greenhalgh is based in Ambler, Pennsylvania.

### What does Patrick specialize in?

Patrick's specialties include family wealth transfer and estate & legacy planning. Patrick works with multi-generational families.

### Is Patrick Greenhalgh registered with the SEC?

Yes. Patrick Greenhalgh is registered as an investment adviser representative in PA (CRD 6622405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lansing Street Advisors manage?

Lansing Street Advisors reports $555.0M across 561 accounts in assets under management.

### How do I contact Patrick Greenhalgh?

Through Patrick's website, www.lansingadv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6622405): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.lansingadv.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.