Landing Point Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$381,127,768
Clients
742
Advisors
6
of 28 employees
About
Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm manages client portfolios on a discretionary basis and also offers implementation support such as recommendations of External Managers, use of third‑party platforms for retirement-plan participant accounts, and access to fee‑based insurance products.
The firm’s investment process is client‑centered and begins with a comprehensive fact‑finding and planning exercise to determine goals, risk tolerance, tax considerations, and liquidity needs; Landing Point primarily employs fundamental analysis and generally pursues long‑term strategies while retaining the flexibility to make shorter‑term trades as conditions or client objectives warrant. Portfolios typically include mutual funds and ETFs but may also incorporate individual equities, bonds, REITs, annuities, and private investment vehicles when appropriate, and the firm monitors accounts at least quarterly with periodic formal reviews.
Landing Point is notable among similar team firms for disclosing that certain supervised persons are Certified Public Accountants who provide tax preparation and planning services to clients for separate fees, a relationship the brochure discusses as a potential conflict and requires separate engagement agreements. The brochure also highlights the firm’s explicit disclosures about custodial relationships (including a recent addition of Charles Schwab as a recommended custodian) and indicates the use of third‑party evaluations in its materials, along with receipt of custodial platform services such as research and reporting technology.
Client services
Expertise
Fee options
Fixed fee for financial planning services, up to $50,000 depending on complexity
Fee-only: Fixed fees for financial planning services up to $50,000 depending on complexity; annual advisory fees as a negotiated percentage of assets under management up to a maximum of 1.8%
Main office
36901 American Way, Suite 7
Avon OH 44011
Advisors at this office
6
Most active in
Florida · Kentucky · Louisiana · Michigan · Minnesota · Ohio · Pennsylvania · South Carolina · Texas
Also doing business as
Dcs Investment Advisory Services, LLC · Landing Point Financial Group · Landing Point Financial Group, LLC · Lpfg, LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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