# Landing Point Financial Group

> Landing Point Financial Group is an SEC-registered investment advisory firm in Avon, OH, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 312978
- Filed as: LANDING POINT FINANCIAL GROUP
- Legal name: LPFG, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Avon, OH
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312978
- AdvisorCensus page: https://advisorcensus.com/firm/landing-point-financial-group-avon-oh-312978

## Quick answers

**How is Landing Point Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Landing Point Financial Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Landing Point Financial Group charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: up to $50,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Landing Point Financial Group located?**
Landing Point Financial Group's principal office is in Avon, OH, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Landing Point Financial Group registered with the SEC or a state?**
Landing Point Financial Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312978.

**How much does Landing Point Financial Group manage?**
Landing Point Financial Group reports $381,250,022 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (89% discretionary).

**How have Landing Point Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Landing Point Financial Group: Regulatory assets under management: $159,805,112 in the October 2021 data and $381,250,022 in the October 2026 data, up 139%. Total employees: 13 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Landing Point Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (642); high net worth individuals (100); charitable organizations (1).

**Which custodians does Landing Point Financial Group use?**
Landing Point Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Landing Point Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312978

**Does Landing Point Financial Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Landing Point does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Landing Point Financial Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 7. Regulatory assets under management went from $263,486,257 to $381,250,022 (+45%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> Landing Point does not impose a minimum portfolio size or a minimum initial investment to open an account.

- Flat fee: up to $50,000 (financial planning services)

> Clients receiving financial planning services only are typically charged a fixed fee which could range up to $50,000 depending on the complexity of a client’s plan and services provided.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $381,250,022
- Discretionary: $337,931,914
- Non-discretionary: $43,318,108

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 642 | $171,016,987 |
| High net worth individuals | 100 | $210,110,781 |
| Charitable organizations | 1 | $122,254 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 28 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KY, LA, MI, MN, OH, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Elyria, OH

### Websites listed on Form ADV (Item 1.I)
- landingpointfinancialgroup.com
- Facebook @LandingPointFinancialGroup
- LinkedIn @garrett-bourbina-cfp®-apma®-b93b318a
- LinkedIn @joeflinnercfp
- YouTube @TheRetirementSwitch

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $159,805,112 | 13 | September 14, 2021 |
| October 2022 | $242,458,366 | 15 | September 27, 2022 |
| October 2023 | $221,365,583 | 11 | July 6, 2023 |
| October 2024 | $230,110,476 | 18 | July 19, 2024 |
| October 2025 | $263,486,257 | 28 | July 25, 2025 |
| October 2026 | $381,250,022 | 28 | March 26, 2026 |

Regulatory assets under management: $159,805,112 in the October 2021 data and $381,250,022 in the October 2026 data, up 139%.
Total employees: 13 in October 2021 and 28 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 7.
- Regulatory assets under management went from $263,486,257 to $381,250,022 (+45%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Landing Point Financial Group (CRD 312978): Form ADV filing data as of October 2026.