North Palm Beach, FL Office
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Landing Financial Group, Inc.
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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.
Based on Landing Financial Group, Inc.
Expertise
Based on Landing Financial Group, Inc.
Location
631 Us Highway One, Suite 201
North Palm Beach FL 33408
Advisors at this office
2
Advisors at this office
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 63, Series 65
North Palm Beach, FL
Landing Financial Group, Inc.
James Knetsch is a financial advisor at Landing Financial Group, Inc. in North Palm Beach, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include work at Pero Family Farms, V&V Supremo, and Del Monte Foods, as well as a brief retirement period before joining his current firm. 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 tailors investment programs to clients' goals using a combination of fundamental and technical analysis and supports plan clients with investment policy documentation and participant education.
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