Landmark Wealth Management Group

Landmark Wealth Management Group is a registered investment adviser offering financial planning, consulting, and investment management services. The firm was established in May 2022 and is owned by Todd Gillingham, Gary Tangwall, Thomas Selbo, Jennifer Beyl-Lee, Chad Broberg, and Bjorn Nesvold. As of December 31, 2023, the firm had $824,391,424 in assets under management, with $794,000,213 managed on a discretionary basis and $30,391,211 managed on a non-discretionary basis. Landmark Wealth Management Group provides personal comprehensive financial planning services covering various aspects such as business planning, trust and estate planning, investment management, insurance planning, retirement planning, and more. Clients have the option to engage the firm for additional services, including investment management. The firm primarily allocates client assets among mutual funds, ETFs, independent investment managers, and individual securities. Clients have discretion over decisions regarding implementation and are not obligated to act upon recommendations. Landmark Wealth Management Group charges a fixed fee for financial planning and consulting services, ranging from $500 to $100,000+ per year, and an annual fee based on assets under management, with fees ranging from 0.60% to 1.55% depending on the portfolio value. The firm receives economic benefits from Fidelity, the custodian, which may influence the choice of custodian. Landmark Wealth Management Group acts as a fiduciary when providing investment advice, ensuring that clients' interests come first. The firm does not have a legal or disciplinary history. Clients can request a copy of the firm's Disclosure Brochure for more detailed information.