Firm
Landing Point Financial Group
Avon, Ohio
Fee-only
Landing Point Financial Group at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFP.
- Its Form ADV reports 28 employees and 742 individual clients, 100 of them high net worth.
- Its average account is about $213,000 (assets it manages divided by its 1,792 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Avon, Ohio |
|---|---|
| Website | landingpointfinancialgroup.com |
| Phone | (440) 365-9100 |
Landing Point Financial Group fees
Landing Point Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $381 million |
| Individual clients | 642 |
| High-net-worth clients | 100 |
| Accounts managed | 1,792 |
| Employees | 28 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-121247) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 312978 |