Susan Landry
Wynn Capital Management · Santa Cruz, California
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.
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Specialties
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 |
| Assets under management | $102.0M across 273 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7383795 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wynncapital.com |
How Susan's firm compares
- Wynn Capital Management's average account is about $374,000, from its Form ADV (assets managed divided by 273 accounts).
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Questions about Susan
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.
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
- Wynn Capital Management 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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