Safe Landing Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Safe Landing Financial LLC is a state-registered, independent investment adviser that serves individuals, high-net-worth individuals, families, trusts, and businesses. The firm offers discretionary investment management alongside multiple financial planning engagement models, including ongoing, comprehensive, project-based, and hourly planning.
The firm emphasizes passive portfolio construction grounded in Modern Portfolio Theory, using diversified allocations of index mutual funds and ETFs, while retaining the option to recommend third‑party managers or TAMPs and to evaluate active managers using fundamental and technical analysis. SLF develops client-specific investment policy statements, conducts regular (typically quarterly) account reviews, and monitors suitability and restrictions as part of its ongoing oversight.
Noteworthy for a solo adviser, SLF manages roughly $12.36 million for about 15 client relationships and documents a broader service history than many peers: Item 2 of the brochure records the removal of Employee Benefit Plan Services (pension consulting) and Educational Seminars as service options, indicating prior involvement in employer plan consulting and client workshops—services that are statistically uncommon among similar independent firms. The brochure also details a range of planning fee arrangements, an onboarding charge with a stated refund policy, and routine use of third‑party managers, reflecting a flexible service model for varied client needs.
Client services
Expertise
Occupation focus
Fee options
Project Based Financial Planning fees range between $500 and $15,000, negotiable
$0 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.50% $5,000,000+: Negotiable
Up to $600 per hour, negotiable depending on complexity and scope
Ongoing Financial Planning fixed monthly fee or quarterly payment, ranges from $2,400 to $30,000 annually depending on scope and complexity
Main office
551 S. Ih 35. Floor 3 #032
Round Rock TX 78664
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Safe Landing Financial · Safe Landing Financial 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
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