Landmark Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$134,341,991
Clients
266
Advisors
2
of 2 employees
About
Landmark Wealth Advisors serves individuals (including high-net-worth clients), retirement plans, trusts, estates, and other business entities, providing portfolio management, financial planning, selection of third‑party advisers, and pension consulting. The firm manages roughly $136 million for about 266 clients and delivers both discretionary and non‑discretionary services tailored to each client’s objectives.
Investment advice is delivered through customized portfolios, model strategies, and periodic rebalancing informed by fundamental and technical analysis, with the firm distinguishing its role as a fiduciary for retirement accounts and operating under PTE 2020‑02 when applicable. Landmark may implement both long‑ and short‑term trading approaches as appropriate, and monitors accounts at least annually or upon material changes.
A noteworthy feature disclosed in the brochure is that certain representatives act as and are compensated as bookkeepers for Landmark clients through an outside business entity, an accounting‑related affiliation the firm acknowledges as a potential conflict of interest. The brochure also discloses that some advisers are registered representatives of Purshe Kaplan and licensed insurance agents, which can create additional commission‑based incentives distinct from advisory fees.
Client services
Expertise
Fee options
Fixed fees for financial planning services generally range between $2,500-$5,000
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000+: 1.00%
Commissions earned by registered representatives for securities and insurance products sales, including 12b-1 fees and insurance commissions, separate from advisory fees.
$200 per hour for financial planning services
Main office
286 South 200 West, Suite 230
Farmington UT 84025
Advisors at this office
2
Most active in
New Hampshire · Texas · Utah
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.
Advisors at this firm
Lance T
Series 63, Series 65
Farmington, UT
Landmark Wealth Advisors, LLC
Lance Tempest is a financial advisor at Landmark Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Advisors since 2013. Outside of his advisory role, he provides bookkeeping services for families, including bank statement reconciliation and budgeting. Landmark Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with tailored investment management and advisory services. The firm customizes investment programs based on client objectives and risk tolerance, using a variety of investment vehicles and ongoing portfolio monitoring.
Timothy B
Series 63, Series 65
Farmington, UT
Landmark Wealth Advisors, LLC
Timothy Bangerter is a financial advisor with Landmark Wealth Advisors, LLC in Farmington, UT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Landmark Wealth Advisors since 2013. Outside of advisory work, he is involved in several family businesses, including a cleaning company and multiple holding companies. Landmark Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing customized investment management, financial planning, and pension consulting. The firm offers both discretionary and non-discretionary services, tailoring investment programs to client objectives and risk tolerance while utilizing a broad range of investment vehicles.
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