Landau Advisory LLC
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About
Landau Advisory LLC is a solo, fee-only advisory firm that provides hourly and project-based financial planning services to individuals and families and does not require minimums. The firm also offers customizable financial education workshops for employers and other organizations.
Its investment approach emphasizes long-term, buy-and-hold allocation to diversified, low-cost index mutual funds and exchange-traded funds with periodic rebalancing. When providing investment advice the firm gathers detailed personal and financial information to develop holistic asset-allocation and risk-profile recommendations using public research, computerized allocation models, and subscription services.
Notable features include the firm’s offering of employer-targeted workshops—an uncommon service among independent solo advisers—and a fee model based on hourly or flat fees rather than percentage-of-AUM or performance-based compensation. As a sole-practitioner, fee-only planner affiliated with a fee-only planning network and holding CFP credentials, the firm does not take custody, receive commissions, or maintain broker-dealer affiliations, and it relies on clients to implement recommendations through their chosen custodians.
Client services
Expertise
Fee options
Flat fees may be charged for certain projects, negotiable at Advisor's discretion
$250.00 per hour, billed in quarter-hour increments
Fee-only: Hourly fee of $250.00; flat fees may be charged for certain projects and are negotiable
Main office
White Plains NY
Advisors at this office
1
Most active in
New York
Also doing business as
Landau Advisory LLC · Landau, Elizabeth Koreman
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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