# Northlanding Financial Partners, LLC

> Northlanding Financial Partners, LLC is an SEC-registered investment advisory firm in Rochester, NY, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 167055
- Filed as: NORTHLANDING FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rochester, NY
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167055
- AdvisorCensus page: https://advisorcensus.com/firm/northlanding-financial-partners-llc-rochester-ny-167055

## Quick answers

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

**How much does Northlanding Financial Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $250 an hour (stand-alone financial planning or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Northlanding Financial Partners, LLC located?**
Northlanding Financial Partners, LLC's principal office is in Rochester, NY, according to its Form ADV.

**Is Northlanding Financial Partners, LLC registered with the SEC or a state?**
Northlanding Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167055.

**How much does Northlanding Financial Partners, LLC manage?**
Northlanding Financial Partners, LLC reports $152,206,862 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Northlanding Financial Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Northlanding Financial Partners, LLC: Regulatory assets under management: $184,542,354 in the October 2021 data and $152,206,862 in the October 2026 data, down 18%. Total employees: 6 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Northlanding Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (129); high net worth individuals (43).

**Which custodians does Northlanding Financial Partners, LLC use?**
Northlanding Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC and The Lincoln National Life Insurance Company as custodians holding 10% or more of its separately managed account assets.

**Does Northlanding Financial Partners, 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/167055

**Does Northlanding Financial Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "NLFP does not impose a minimum portfolio value for starting and maintaining an investment management, or FCA relationship."

**What changed in Northlanding Financial Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $129,255,972 to $152,206,862 (+18%).

## 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 18, 2026)

- Account minimum: None

> NLFP does not impose a minimum portfolio value for starting and maintaining an investment management, or FCA relationship.

- Hourly rate: $250 an hour (stand-alone financial planning or consulting services)

> or $250.00 on an hourly basis.

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
- The Lincoln National Life Insurance Company

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: $152,206,862
- Discretionary: $152,206,862
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 129 | $42,949,795 |
| High net worth individuals | 43 | $109,257,067 |
| 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 | 0 | $0 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- northlandingfp.com
- LinkedIn @northlanding-financial-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $184,542,354 | 6 | July 9, 2021 |
| October 2022 | $219,119,970 | 7 | March 28, 2022 |
| October 2023 | $198,427,481 | 4 | October 4, 2023 |
| October 2024 | $113,311,166 | 3 | August 19, 2024 |
| October 2025 | $129,255,972 | 2 | July 16, 2025 |
| October 2026 | $152,206,862 | 2 | March 18, 2026 |

Regulatory assets under management: $184,542,354 in the October 2021 data and $152,206,862 in the October 2026 data, down 18%.
Total employees: 6 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $129,255,972 to $152,206,862 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northlanding Financial Partners, LLC (CRD 167055): Form ADV filing data as of October 2026.