# Landmark Wealth Advisors, LLC

> Landmark Wealth Advisors, LLC is an SEC-registered investment advisory firm in Farmington, UT, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 166989
- Filed as: LANDMARK WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Farmington, UT
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166989
- AdvisorCensus page: https://advisorcensus.com/firm/landmark-wealth-advisors-llc-farmington-ut-166989

## Quick answers

**How is Landmark Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Landmark Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Landmark Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Flat fee: $2,500 to $5,000 (financial planning services); Hourly rate: $200 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Landmark Wealth Advisors, LLC located?**
Landmark Wealth Advisors, LLC's principal office is in Farmington, UT, according to its Form ADV.

**Is Landmark Wealth Advisors, LLC registered with the SEC or a state?**
Landmark Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 166989.

**How much does Landmark Wealth Advisors, LLC manage?**
Landmark Wealth Advisors, LLC reports $135,877,126 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Landmark Wealth Advisors, LLC's assets and staff changed since 2024?**
In the Form ADV data for Landmark Wealth Advisors, LLC: Regulatory assets under management: $108,309,303 in the October 2024 data and $135,877,126 in the October 2026 data, up 25%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Landmark Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (228); high net worth individuals (38); corporations or other businesses not listed above (2).

**Which custodians does Landmark Wealth Advisors, LLC use?**
Landmark Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Landmark Wealth Advisors, LLC 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/166989

**What changed in Landmark Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $122,490,704 to $135,877,126 (+11%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Flat fee: $2,500 to $5,000 (financial planning services)

> We charge a fixed fee for financial planning services, which generally ranges between $2,500-$5,000.

- Hourly rate: $200 an hour (financial planning services)

> Alternatively, depending on the arrangements made at the time of the engagement, we may agree to charge an hourly fee of $200 for financial planning services.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. (affiliated with the firm)

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: $135,877,126
- Discretionary: $135,877,126
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 228 | $44,139,938 |
| High net worth individuals | 38 | $90,202,053 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $1,535,135 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- landmarkwa.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $108,309,303 | 2 | September 18, 2024 |
| October 2025 | $122,490,704 | 2 | May 21, 2025 |
| October 2026 | $135,877,126 | 2 | March 11, 2026 |

Regulatory assets under management: $108,309,303 in the October 2024 data and $135,877,126 in the October 2026 data, up 25%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $122,490,704 to $135,877,126 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Landmark Wealth Advisors, LLC (CRD 166989): Form ADV filing data as of October 2026.