Landmark Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Landmark offers financial planning or consulting services on an hourly basis at a rate of $250 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Landmark Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid quarterly in arrears pursuant to the terms of the Investment Advisory Agreement.”
• “Fees in the first quarter of service are prorated to the inception date of the account to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Landmark Wealth Management, LLC’s fees compare

• Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• None of the 5 other planners in Melville that publish an hourly rate charge less.

About Landmark Wealth Management, LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$750 minimum fee (stated in brochure)

Clients

280

Employees

6

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$442,031,005

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158693

Website

twitter.com/longislandria (opens in new tab)

Phone

(888) 342-6436

Can advise clients in 5 states: Florida, New Hampshire, New Jersey, New York, Texas

Other planners in Melville that publish fees

• Clear Point Advisors, Inc.Melville$300/hr, $500⁠-⁠$5,000
• Four Corners FinancialMelville$2,500⁠-⁠$10,000/yr
• Heller Wealth ManagementMelville$150⁠-⁠$400/hr, $1,500⁠-⁠$5,000
• J.j. Burns & CompanyMelville$3,000⁠-⁠$30,000/yr
• Li Wealth Management IncMelville$250/hr, $7,500
• Pelkonen and Associates LLCMelville$3,000⁠-⁠$22,500

Compare all 15 planners in Melville