Firm
Landmark Wealth Management, LLC
New York, New York
Fee-only
Landmark Wealth Management, LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFP.
- Its Form ADV reports 6 employees and 280 individual clients, 138 of them high net worth.
- Its average account is about $511,000 (assets it manages divided by its 865 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | landmarkwealthmgmt.com |
| [email protected] | |
| Phone | (631) 923-2485 |
Landmark Wealth Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.9% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"First $4,999,999* 0.90%" source
"All client relationships are subject to a $500,000 relationship minimum." source
"typically through a percentage of assets under management" source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $442 million |
| Individual clients | 142 |
| High-net-worth clients | 138 |
| Accounts managed | 865 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-80788) |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 158693 |