# Susan Landry

> Susan Landry is a fee-only financial advisor at Wynn Capital Management in Santa Cruz, California, who holds the CFP credential. Susan focuses on sustainable & impact investing. Wynn Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Wynn Capital Management
- **Based in:** Santa Cruz, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $102.0M across 273 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing
- **CRD:** 7383795 (https://adviserinfo.sec.gov/individual/summary/7383795)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.wynncapital.com

## Frequently asked questions

### Is Susan Landry a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Wynn Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Susan charge for financial advice?

Susan's firm, Wynn Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### How much does Susan charge?

According to Wynn Capital Management's website, checked October 30, 2026: no asset minimum.

### Where is Susan Landry based?

Susan Landry is based in Santa Cruz, California.

### What does Susan specialize in?

Susan's specialties include sustainable & impact investing.

### What credentials does Susan Landry hold?

Susan Landry holds the CFP credential.

### Is Susan Landry registered with the SEC?

Yes. Susan Landry is registered as an investment adviser representative in CA (CRD 7383795), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wynn Capital Management manage?

Wynn Capital Management reports $102.0M across 273 accounts in assets under management.

### How do I contact Susan Landry?

Through Susan's website, www.wynncapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7383795): 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.wynncapital.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.