Pacific Landfall

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Client assets under management

$13,915,882

Clients

123

2% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$113,137

About

Pacific Landfall provides advisory services to individuals (including high-net-worth clients), businesses, charitable organizations, and corporations. The firm offers ongoing portfolio management and comprehensive financial planning, delivered either as a monthly subscription retainer, a one‑time engagement, or on an hourly basis, and it states there is no account minimum for its services.

The firm documents client goals and risk tolerance in a written Investment Policy Statement and typically requests discretionary authority to select securities and execute transactions on behalf of clients. Investment decisions draw on cyclical, fundamental, value, and quantitative analysis and employ both long‑term and short‑term trading; accounts are reviewed at least quarterly by the firm’s investment reviewer.

Distinctive aspects include a mandatory custodian relationship — Pacific Landfall requires clients to use Interactive Brokers Financial Corporation — and an in‑house management model (the firm does not engage third‑party managers). The firm also emphasizes planning and advisory work for non‑profits (capital campaign and living legacy programs) and businesses across the lifecycle, and it includes access to less common investment types for a firm of its size, such as private placements, venture capital funds, commodities, and precious‑metal ETFs.

Client services

Financial planning Portfolio management

Expertise

Annuities Real estate investing Private / alternative investments General tax planning Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Comprehensive Financial Planning one-time engagement fee of $4,000 per plan; negotiable.

Percentage

$0 - $1,000,000: 1.10% annually $1,000,000+: 0.85% annually

Project-based

$250 per hour for Comprehensive Financial Planning; negotiable.

Subscriptions

Comprehensive Financial Planning monthly subscription retainer ($3,000 annual retainer billed monthly); negotiable.

Other

Fee-only: Comprehensive Financial Planning: $3,000 annual retainer billed monthly or $4,000 one-time plan fee; negotiable.

Main office location

Pacific Landfall

Williamsburg VA, United States

Number of offices

Most active in

Arizona · Pennsylvania · Virginia

Disclosures

Business activities & affiliations

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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

Quick links

Facebook Instagram Website (570) 244-6355

Advisors at this firm

Christopher L

Series 65

Williamsburg, VA

Pacific Landfall

Christopher Landry is a financial advisor at Pacific Landfall with a Series 65 designation and five years of industry experience. He has worked at Pacific Landfall since 2020 and has prior business experience with Dulles Restaurant Group, LLC and DRG2, LLC. Pacific Landfall provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, business entities, and charitable organizations. The firm employs a combination of cyclical, fundamental, value, and quantitative analysis to manage customized portfolios and offers subscription-based planning along with nonprofit capital-campaign support and business formation-to-exit guidance.

Annuities Real estate investing Private / alternative investments General tax planning Wealth management Founder/Business Owner Executive

Chance B

Series 65

Williamsburg, VA

Pacific Landfall

Chance Butler is a financial advisor at Pacific Landfall with nine years of industry experience. He holds a Series 65 designation and has previously worked at AppVision and NetSecurity Corporation. Butler has been with Pacific Landfall since 2016. Pacific Landfall provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, business entities, and charitable organizations. The firm employs a combination of cyclical, fundamental, value, and quantitative analysis to manage both long-term and short-term portfolios tailored to clients’ goals and risk tolerance, with additional services including nonprofit capital-campaign support and business lifecycle guidance.

Annuities Real estate investing Private / alternative investments General tax planning Wealth management Founder/Business Owner Executive

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