Pacific Landfall
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,915,882
Clients
123
Advisors
2
of 2 employees
About
Pacific Landfall provides advisory services to individuals (including high-net-worth clients), businesses, charitable organizations, and corporations. The firm offers ongoing portfolio management and comprehensive financial planning, delivered either as a monthly subscription retainer, a one‑time engagement, or on an hourly basis, and it states there is no account minimum for its services.
The firm documents client goals and risk tolerance in a written Investment Policy Statement and typically requests discretionary authority to select securities and execute transactions on behalf of clients. Investment decisions draw on cyclical, fundamental, value, and quantitative analysis and employ both long‑term and short‑term trading; accounts are reviewed at least quarterly by the firm’s investment reviewer.
Distinctive aspects include a mandatory custodian relationship — Pacific Landfall requires clients to use Interactive Brokers Financial Corporation — and an in‑house management model (the firm does not engage third‑party managers). The firm also emphasizes planning and advisory work for non‑profits (capital campaign and living legacy programs) and businesses across the lifecycle, and it includes access to less common investment types for a firm of its size, such as private placements, venture capital funds, commodities, and precious‑metal ETFs.
Client services
Expertise
Occupation focus
Fee options
Comprehensive Financial Planning one-time engagement fee of $4,000 per plan; negotiable.
$0 - $1,000,000: 1.10% annually $1,000,000+: 0.85% annually
$250 per hour for Comprehensive Financial Planning; negotiable.
Comprehensive Financial Planning monthly subscription retainer ($3,000 annual retainer billed monthly); negotiable.
Fee-only: Comprehensive Financial Planning: $3,000 annual retainer billed monthly or $4,000 one-time plan fee; negotiable.
Main office
Williamsburg VA
Advisors at this office
2
Most active in
Arizona · Pennsylvania · Virginia
Also doing business as
Investingunder35 · Pacific Landfall · Pacific Landfall 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 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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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
Christopher L
Series 65
Williamsburg, VA
Pacific Landfall
Christopher Landry is a financial advisor at Pacific Landfall with a Series 65 designation and five years of industry experience. He has worked at Pacific Landfall since 2020 and has prior business experience with Dulles Restaurant Group, LLC and DRG2, LLC. Pacific Landfall provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, business entities, and charitable organizations. The firm employs a combination of cyclical, fundamental, value, and quantitative analysis to manage customized portfolios and offers subscription-based planning along with nonprofit capital-campaign support and business formation-to-exit guidance.
Chance B
Series 65
Williamsburg, VA
Pacific Landfall
Chance Butler is a financial advisor at Pacific Landfall with 10 years of industry experience. He holds a Series 65 credential and has previously worked at AppVision and NetSecurity Corporation. Pacific Landfall provides advisory services to individuals, businesses, charitable organizations, and corporations, offering portfolio management and comprehensive financial planning with flexible engagement options. The firm employs a disciplined investment approach involving cyclical, fundamental, value, and quantitative analysis, and supports planning and advisory work for non-profits and businesses, including access to alternative investment types such as private placements and venture capital funds.
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