Landmark Wealth Advisors, LLC

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Client assets under management

$134,341,991

Clients

266

14% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

133

Very High

Average account size

$505,045

About

Landmark Wealth Advisors serves individuals (including high-net-worth clients), retirement plans, trusts, estates, and other business entities, providing portfolio management, financial planning, selection of third‑party advisers, and pension consulting. The firm manages roughly $136 million for about 266 clients and delivers both discretionary and non‑discretionary services tailored to each client’s objectives.

Investment advice is delivered through customized portfolios, model strategies, and periodic rebalancing informed by fundamental and technical analysis, with the firm distinguishing its role as a fiduciary for retirement accounts and operating under PTE 2020‑02 when applicable. Landmark may implement both long‑ and short‑term trading approaches as appropriate, and monitors accounts at least annually or upon material changes.

A noteworthy feature disclosed in the brochure is that certain representatives act as and are compensated as bookkeepers for Landmark clients through an outside business entity, an accounting‑related affiliation the firm acknowledges as a potential conflict of interest. The brochure also discloses that some advisers are registered representatives of Purshe Kaplan and licensed insurance agents, which can create additional commission‑based incentives distinct from advisory fees.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy

Fee options

Fixed

Fixed fees for financial planning services generally range between $2,500-$5,000

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000+: 1.00%

Commissions

Commissions earned by registered representatives for securities and insurance products sales, including 12b-1 fees and insurance commissions, separate from advisory fees.

Project-based

$200 per hour for financial planning services

Main office location

Landmark Wealth Advisors, LLC

286 South 200 West, Suite 230

Farmington UT 84025, United States

Number of offices

Most active in

New Hampshire · Texas · Utah

Disclosures

Business activities & affiliations

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 801-295-8700

Advisors at this firm

Lance T

Series 63, Series 65

Farmington, UT

Landmark Wealth Advisors, LLC

Lance Tempest is a financial advisor at Landmark Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Advisors since 2013. Outside of his advisory role, he provides bookkeeping services for families, including bank statement reconciliation and budgeting. Landmark Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with tailored investment management and advisory services. The firm customizes investment programs based on client objectives and risk tolerance, using a variety of investment vehicles and ongoing portfolio monitoring.

Retirement income strategy

Timothy B

Series 63, Series 65

Farmington, UT

Landmark Wealth Advisors, LLC

Timothy Bangerter is a financial advisor with Landmark Wealth Advisors, LLC in Farmington, UT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Landmark Wealth Advisors since 2013. Outside of advisory work, he is involved in several family businesses, including a cleaning company and multiple holding companies. Landmark Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing customized investment management, financial planning, and pension consulting. The firm offers both discretionary and non-discretionary services, tailoring investment programs to client objectives and risk tolerance while utilizing a broad range of investment vehicles.

Retirement income strategy

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