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Landon Joe Fritch

Advisor at F L Putnam Investment Management Co. — Wolfeboro, NH

Updated today

Credentials

CFP®, Series 65

Experience

10 years

Location

Wolfeboro, NH 03894

F L Putnam Investment Management Co. logo

F L Putnam Investment Management Co.

Multi-team

Total advisors

78

Across 16 offices

Clients per advisor

36 Low

Avg AUM per client

$2,678,607 Very High

HNW client ratio

53% Very High

About

Landon Fritch is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2019 and previously worked at Financial Focus from 2016 to 2019. Outside of financial advising, he is a co-owner of Don Fritch Family Farms, LLC, where he manages farm finances. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing customized investment management and financial planning through a team-based approach. The firm integrates internally managed and third-party strategies across multiple asset classes and offers specialized services such as OCIO advisory, family office solutions, and sustainable investing options.

Client services

Based on F L Putnam Investment Management Co.

Financial planning Portfolio management Pension consulting Selection of other advisers
Portfolio monitoring and consulting; family office solutions

Expertise

Based on F L Putnam Investment Management Co.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management

Occupation focus

Based on F L Putnam Investment Management Co.

Founder/Business Owner Executive Financial Professional

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Fee options

Fixed

Financial planning fixed fees: $5,000 (<$5M assets), $7,000 ($5-10M assets), $10,000 minimum (>$10M assets, customized)

Percentage

$0 - $2,000,000: 1.100% annually $2,000,001 - $5,000,000: 0.925% annually $5,000,001 - $10,000,000: 0.800% annually $10,000,001+: 0.600% annually

Project-based

$150-$400 per hour for certain life event planning with 75% retainer; $1,200 maximum advance fee for work under 6 months

Other

Account minimum: $750,000

Location

See office

Wolfeboro, NH

40 Mill Street

Wolfeboro NH 03894

Advisors at this office

6

Most active in

Maine · New Hampshire

Work history

10 years of industry experience

F.L. Putnam Investment Management Co.

2019 - Present • 7 years

Wolfeboro, NH

Financial Focus

2016 - 2019 • 3 years

Wolfeboro, NH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brian M

CFP®, Series 63, Series 66

Wolfeboro, NH

McGuigan Financial, LLC

Brian McGuigan is a certified financial planner (CFP®) with 27 years of experience in the financial services industry. He is the principal of McGuigan Financial, LLC, an independent advisory firm he founded in 2018. His prior experience includes roles at Edward Jones and Flagship Harbor Advisors. McGuigan Financial, LLC manages approximately $79 million for individual, high-net-worth, and retirement plan clients. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing fundamental analysis and tailored portfolio construction on open-architecture platforms in affiliation with LPL Financial.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis
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Kathi S

Series 63, Series 65

Alton Bay, NH

Spurr Financial Investment Services, LLC

Kathi Spurr is the principal advisor at Spurr Financial Investment Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at H.D. Vest Advisory Services, Inc. and Ms Howells & Co. In addition to her advisory work, she manages a fixed and index life insurance and annuity business through MS Insentra, LLC. Spurr Financial Investment Services, LLC provides discretionary investment and wealth management services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach focuses on long-term strategies using diversified mutual funds, ETFs, and individual securities, with portfolio customization based on tax status, risk tolerance, and client-specific factors.

Wealth management
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Barbara S

CFA®

Moultonboro, NH

BAS Capital Management LLC

Barbara Shegog is a CFA® charterholder with five years of industry experience. She currently leads BAS Capital Management LLC and has prior experience at Squam Lakes Financial Advisors, LeanUp, LLC, and The NeuGroup. BAS Capital Management serves individuals, business entities, and trusts with project-based financial planning, portfolio review, and consultation services. The firm emphasizes long-term, buy-and-hold investment strategies using low-cost mutual funds, ETFs, and government bonds, typically charging fixed fees or hourly rates rather than asset-based fees.

Retirement income strategy Income planning Roth conversion strategy Divorce financial planning Cash flow / budgeting
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Douglas G

PFS™, Series 63

Moultonborough, NH

Greene & Company Financial Services LLC

Douglas Greene is a financial advisor at Greene & Company Financial Services LLC with 21 years of industry experience. He holds the PFS™ designation and Series 63 license and has operated Greene & Company, PC, a certified public accounting firm, since 1982, providing tax planning, preparation, and accounting assistance. Greene & Company Financial Services LLC offers investment advice and portfolio management to individual clients as well as pension and profit-sharing plans. The firm employs a discretionary management approach that incorporates charting, fundamental and technical analysis, and integrates tax considerations through its affiliation with the accounting firm owned by the principal.

Annuities
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Stuart H

CFA®

Wolfeboro, NH

Stu Hawver, CFA, MBA, LLC

Stuart Hawver is the principal of Stu Hawver, CFA, MBA, LLC, an independent advisory firm based in Wolfeboro, New Hampshire. He holds the CFA designation and has 22 years of industry experience, including a one-year tenure at Davidson Capital. His firm provides discretionary investment management and integrated financial planning to individual clients and trusts, focusing on low-cost, tax-efficient mutual funds and ETFs. The firm applies Modern Portfolio Theory in its model portfolios and offers performance-based fee arrangements alongside asset-based accounts.

Passive / index investing Tax-loss harvesting Wealth management
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John P

Series 63, Series 66

Wolfeboro, NH

Sintra Capital Corp

John Pinto Jr. is a financial advisor at Sintra Capital Corp with 46 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Sintra Capital Corporation since 1987 and Fairport Capital, Inc. since 1993. Pinto also serves as a director for several funds, including Sintra Fund, Ltd. and Mako Europe Fund Limited. Sintra Capital focuses on emerging-market investing through discretionary managed accounts and advisory services for accredited investors and private investment funds. The firm aims for long-term capital appreciation by investing in equity and debt securities across developing markets using fundamental analysis while retaining flexibility for shorter-term trading.

Passive / index investing Active portfolio management
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