A complete list of active advisors currently associated with Landing Financial Group, Inc.
Warmer can help you find a great advisor at Landing Financial Group, Inc. or one who fits your needs even better.
Landing Financial Group, Inc. is a small advisory firm that offers discretionary and non‑discretionary asset management, financial planning (provided at no additional cost), and ERISA retirement‑plan services, including limited‑scope 3(21) fiduciary support. The firm may engage sub‑advisors to manage portions of client portfolios and conducts ongoing portfolio monitoring and client reporting. Investment strategies are tailored to each client’s stated goals, time horizon and risk tolerance and draw on multiple methods of analysis such as fundamental, technical, charting and cyclical analysis; accounts are reviewed at least quarterly. Fees are charged as a percentage of assets and billed monthly in arrears, the firm requires the use of a specified custodian (Charles Schwab), and it discloses that it may receive custodial research or other economic benefits tied to client transactions. Noteworthy aspects disclosed in the brochure include an affiliation with an insurance business (Landing Insurance Group LLC), with the firm’s principals devoting roughly half their time to insurance activities and receiving separate commission compensation for insurance sales. The brochure also reports zero assets under management as of December 31, 2025 despite serving 156 clients and notes that the firm began offering advisory services in 2022 after being founded in 2003.
To learn more about the advisors currently working at Landing Financial Group, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
North Palm Beach, FL
| 1
| |
Port Charlotte, FL
| 2
| |
North Palm Beach, FL
| 8
|
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