Safe Landing Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,363,790
Clients
15
47% 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
15
LowAverage account size
$824,253
About
Safe Landing Financial provides tailored investment management and a range of financial planning services to individuals, high‑net‑worth clients, families, trusts, and business entities. Services described in the brochure include discretionary portfolio management (with the option to use third‑party managers), comprehensive and ongoing planning, and project or hourly engagements.
The firm’s investment approach emphasizes Modern Portfolio Theory and a primarily passive implementation using low‑cost index funds and ETFs, while also considering fundamental and technical analysis and selective active manager allocation. Financial planning engagements are delivered on fixed, percentage‑based, or combined fee arrangements and can cover cash flow, retirement and tax planning, estate planning, employee benefits optimization, and other topics tailored to client complexity.
Distinctive aspects noted in the brochure include the firm’s provision of employee benefits and pension‑related consulting for business clients — services that are less common among independent advisers — and the firm’s prior offering of educational seminars and speaking engagements, which were removed in a recent update. The brochure also discloses an onboarding fee with stated refund conditions for planning clients, the use of Schwab’s institutional platform (with related non‑economic support services), and the option to combine fixed fees and asset‑based fees for comprehensive planning.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project based fees range from $500 to $15,000, negotiable
$0 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.50% $5,000,000+: Negotiable
Up to $600 per hour, negotiable depending on complexity and scope
Ongoing Financial Planning: fixed monthly fee or quarterly payment, ranges from $2,400 to $30,000 annually depending on scope and complexity; Comprehensive Financial Planning: fixed annual fee from $4,000 to $30,000 plus possible percentage of AUM up to 1.00% above threshold; initial onboarding fee up to $3,000 (may be waived/reduced)
Main office location
Safe Landing Financial
5830 Granite Pkwy #100 212
Plano TX 75024-6771, United States
Number of offices
2
Most active in
Safe Landing Financial has reported serving >5 clients in these states in the last 12 months.
California · Texas
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:
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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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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
Quick links
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