Lander & Associates Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$190,977,368
Total clients
53
72% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$3,603,347
About
Lander & Associates is a fee-only, SEC-registered investment adviser that provides personalized financial planning, asset management and related consulting to individuals, high-net-worth clients and pension and profit-sharing plans. As of March 31, 2025 the firm reported managing approximately $190,977,368 across 53 advisory clients, and it typically provides services on a discretionary basis through custodians such as Schwab.
The firm’s investment approach centers on strategic asset allocation, global diversification and portfolios constructed to reflect each client’s risk tolerance and stated objectives, using both active and passive vehicles with a long-term orientation. Accounts are reviewed at least annually (more frequently when triggered by market or client changes) and the firm conducts ongoing best-execution oversight of its custodial trading arrangements.
A noteworthy aspect of the firm is that it also provides tax preparation services to advisory clients and is compensated directly for those services, a practice that the brochure discloses and that is uncommon among independent advisers. The firm also follows a formal Code of Ethics aligned with CFP Board standards, participates in Schwab’s institutional program for custody and execution, and delegates proxy voting to clients rather than voting on their behalf.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Fee options
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$200 per hour fixed rate, billed in 15-minute increments.
Fee-only: Hourly fees at $200 per hour, billed in 15-minute increments; fees are negotiable or may be waived in full or part.
Main office location
Lander & Associates Inc
Oak Hill VA, United States
Number of offices
1
Most active in
Lander & Associates Inc has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · Texas · Virginia
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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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.
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