Landing Point Financial Group fees
Financial planner in Avon, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Landing Point Financial Group (Avon, OH) charges a flat or project fee of up to $50,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change.
- Flat or project fee
- Up to $50,000
Can go up to $50,000; the Ohio median is $3,625.
“Clients receiving financial planning services only are typically charged a fixed fee which could range up to $50,000 depending on the complexity of a client’s plan and services provided.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 28 employees
- Registered since
- 2021 (5 years)
How Landing Point Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Actual fees charged are clearly outlined in the financial planning agreement and clients receive invoices reflecting the amount of the fee due and payable.”
- “For ongoing financial planning services, fees are prorated and billed monthly as detailed in the financial planning agreement.”
- “Clients may elect to be billed directly or to authorize Landing Point to directly debit fees from client accounts.”
About Landing Point Financial Group
“Landing Point provides personalized financial planning and discretionary investment advisory services to individuals, high net worth individuals, charitable organizations, and small businesses.”
- Principal: Joe Flinner
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 742
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $381 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 26, 2026
- CRD number
- 312978 (opens in new tab)
- Phone
- (440) 365-9100
Registered or notice filed in 9 states: Florida, Kentucky, Louisiana, Michigan, Minnesota, Ohio, Pennsylvania, South Carolina, Texas
Other planners in Avon that publish fees
- Pennant Wealth Management LLCAvonHourly $300/hr, Flat $1,500-$10,000
- Right Investment Team LLCAvonFlat $200-$1,000
More planners in Ohio that publish fees
- Sr Financial Services, Inc.Seven HillsHourly $150/hr
- Westlake AdvisorsLakewoodHourly $250/hr, Annual $2,000-$30,000/yr
- Chrys Financial Planning, LLCWyomingHourly $150/hr, Flat $2,500
- Pomeroy Financial Planning, LLC.CincinnatiHourly up to $350/hr
- Buckeye Wealth Partners, LLCCentervilleHourly $250-$350/hr, Flat $1,500-$10,000
- Kohmann Bosshard Financial Services, LLC.AkronFlat from $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.