Landing Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$63,751,542
Clients
196
Advisors
3
across 2 offices
About
Landing Financial Group, Inc. provides ongoing asset management, financial planning and retirement-plan advisory services to advisory clients, including acting as a limited-scope ERISA 3(21) fiduciary for qualified plans. The firm’s Form ADV reports that, as of July 15, 2026, it has $0 in discretionary assets and $63,963,855 in non-discretionary assets under management.
Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance, and LFG uses a mix of fundamental, technical, charting and cyclical analysis while employing sub‑advisors when appropriate. For plan clients the firm documents investment policy statements, provides periodic monitoring and reporting, and assists with participant education and selection of qualified default investment alternatives.
What distinguishes LFG in its disclosure is the degree of insurance-related activity among its principals: both owners are licensed insurance agents with Landing Insurance Group LLC and each devotes substantial time to those insurance activities, with related commission-based compensation disclosed. Taken together with the firm’s explicit ERISA plan service offering and the fact that its reported AUM is entirely non-discretionary, the brochure signals a business model that leans toward retirement-plan advisory and insurance product activity rather than internally managed discretionary retail portfolios.
Client services
Expertise
Fee options
$0 - $250,000: 1.75% annually $250,000.01 - $500,000: 1.60% annually $500,000.01 - $750,000: 1.50% annually $750,000.01 - $1,000,000: 1.25% annually $1,000,000.01+: 1.00% annually
Investment Advisor Representatives receive commissions on insurance products separately from advisory fees.
Main office
See office631 Us Highway One, Suite 201
North Palm Beach FL 33408
Advisors at this office
2
Offices (2)
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Daniel M
Series 65
Port Charlotte, FL
Landing Financial Group, Inc.
Daniel Mc Daniel is a Series 65 licensed financial advisor with two years of experience at Landing Financial Group, Inc. He has over a decade of prior experience with BP-MAC Financial Services LLC and has been involved with Landing Insurance Group LLC since 2011. He is also active as a licensed insurance agent within Landing Insurance Group. Landing Financial Group, Inc. provides asset management, financial planning, and retirement-plan advisory services, focusing primarily on non-discretionary assets and acting as a limited-scope ERISA 3(21) fiduciary. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in its investment approach and places significant emphasis on retirement-plan advisory and insurance-related activities.
Patrick S
Series 65
North Palm Beach, FL
Landing Financial Group, Inc.
Patrick Sandner is a financial advisor with Landing Financial Group, Inc. He holds a Series 65 designation and has nine years of industry experience. Sandner has worked at Landing Financial Group since 2022 and previously spent five years with AE Wealth Management, LLC. He is also the president of Florida Adult Education, Inc., which offers educational classes on health and wealth. Landing Financial Group, Inc. provides asset management, financial planning, and retirement-plan advisory services, focusing primarily on non-discretionary assets. The firm employs a variety of analytical approaches and offers plan clients services including investment policy documentation, monitoring, and participant education.
James K
Series 65, Series 63
North Palm Beach, FL
Landing Financial Group, Inc.
James Knetsch is a financial advisor at Landing Financial Group, Inc. with one year of industry experience. His prior work history includes roles at Pero Family Farms, V&V Supremo, and Del Monte Foods. Landing Financial Group, Inc. provides asset management, financial planning, and retirement-plan advisory services, focusing on tailored investment programs and ERISA 3(21) fiduciary duties for qualified plans. The firm emphasizes non-discretionary asset management and integrates insurance-related services alongside retirement-plan advisory.
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