Landau Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
50
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$0
About
Landau Advisory LLC is a solo, fee-only advisory firm that provides hourly and project-based financial planning services to individuals and families and does not require minimums. The firm also offers customizable financial education workshops for employers and other organizations.
Its investment approach emphasizes long-term, buy-and-hold allocation to diversified, low-cost index mutual funds and exchange-traded funds with periodic rebalancing. When providing investment advice the firm gathers detailed personal and financial information to develop holistic asset-allocation and risk-profile recommendations using public research, computerized allocation models, and subscription services.
Notable features include the firm’s offering of employer-targeted workshops—an uncommon service among independent solo advisers—and a fee model based on hourly or flat fees rather than percentage-of-AUM or performance-based compensation. As a sole-practitioner, fee-only planner affiliated with a fee-only planning network and holding CFP credentials, the firm does not take custody, receive commissions, or maintain broker-dealer affiliations, and it relies on clients to implement recommendations through their chosen custodians.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
General estate planning guidance
Fee options
Flat fees may be charged for certain projects, negotiable at Advisor's discretion
$250.00 per hour, billed in quarter-hour increments
Fee-only: Hourly fee of $250.00; flat fees may be charged for certain projects and are negotiable
Main office location
Landau Advisory LLC
White Plains NY, United States
Number of offices
1
Most active in
Landau Advisory LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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