Landmark Wealth Advisors, LLC
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About the firm
Landmark Wealth Advisors, LLC is a registered investment advisory firm located in Farmington, Utah. Landmark Wealth Advisors provides wealth management to individuals and families in multiple States, and offers investment advice and plan consultation to retirement plans of small and medium sized businesses. Their independence enables sound, unbiased and prudent investment advice that is always in the best interest of their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning for retirement, and consultation on financial transactions, decisions, and strategies.
Who they serve
Individuals and families in multiple States, as well as small and medium sized businesses with retirement plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 228 | $44M |
| High Net Worth Individuals | 38 | $90M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $500,000 | 1.50% |
| $500,000 to $1,000,000 | 1.25% |
| Over $1,000,000 | 1.00% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Landmark Wealth Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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