Landing Financial Group, Inc. logo

Landing Financial Group, Inc.

Updated today

Client assets under management

$0

Clients

156

0% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

52

Typical

Average account size

$0

About

Landing Financial Group, Inc. is a small advisory firm that offers discretionary and non‑discretionary asset management, financial planning (provided at no additional cost), and ERISA retirement‑plan services, including limited‑scope 3(21) fiduciary support. The firm may engage sub‑advisors to manage portions of client portfolios and conducts ongoing portfolio monitoring and client reporting.

Investment strategies are tailored to each client’s stated goals, time horizon and risk tolerance and draw on multiple methods of analysis such as fundamental, technical, charting and cyclical analysis; accounts are reviewed at least quarterly. Fees are charged as a percentage of assets and billed monthly in arrears, the firm requires the use of a specified custodian (Charles Schwab), and it discloses that it may receive custodial research or other economic benefits tied to client transactions.

Noteworthy aspects disclosed in the brochure include an affiliation with an insurance business (Landing Insurance Group LLC), with the firm’s principals devoting roughly half their time to insurance activities and receiving separate commission compensation for insurance sales. The brochure also reports zero assets under management as of December 31, 2025 despite serving 156 clients and notes that the firm began offering advisory services in 2022 after being founded in 2003.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting Retirement income strategy

Fee options

Percentage

$0 - $250,000: 1.75% annually $250,000.01 - $500,000: 1.60% annually $500,000.01 - $750,000: 1.50% annually $750,000.01 - $1,000,000: 1.25% annually $1,000,000.01+: 1.00% annually

Commissions

Investment Advisor Representatives receive commissions on insurance products sold, as licensed insurance agents.

Main office location

Landing Financial Group, Inc.

631 Us Highway One, Suite 201

North Palm Beach FL 33408, United States

Number of offices

2

Most active in

Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Daniel M

Series 65

Port Charlotte, FL

Landing Financial Group, Inc.

Daniel Mc Daniel is a financial advisor at Landing Financial Group, Inc. with two years of industry experience. He holds a Series 65 credential and has been involved with Landing Insurance Group LLC as an insurance agent since 2011. Landing Financial Group provides discretionary and non-discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals and businesses. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios aligned with client goals, time horizons, and risk tolerance.

College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting Retirement income strategy
user avatar

Patrick S

Series 65

North Palm Beach, FL

Landing Financial Group, Inc.

Patrick Sandner is a financial advisor at Landing Financial Group, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management, LLC, and Landing Financial Group, Inc. Sandner is also president of Florida Adult Education, Inc., an organization offering educational classes on health and wealth. Landing Financial Group provides discretionary and non-discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals and business clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to build portfolios aligned with client goals, time horizons, and risk tolerance.

College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting Retirement income strategy
user avatar

James K

Series 63, Series 65

North Palm Beach, FL

Landing Financial Group, Inc.

James Knetsch is a financial advisor at Landing Financial Group, Inc. with Series 63 and Series 65 licenses. He joined the firm in 2025 and has prior work experience in agriculture and food industries, including roles at Pero Family Farms and Del Monte Foods. Landing Financial Group provides discretionary and non-discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals and businesses. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to build portfolios aligned with client goals, time horizons, and risk tolerance.

College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting Retirement income strategy
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