A complete list of active advisors currently associated with Landau Advisory LLC

Warmer can help you find a great advisor at Landau Advisory LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Landau Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.