NorthLanding Financial Partners, LLC

Retirement Planning Firm in Webster, NY

Firm Info
Address: 90 Linden Oaks #220, Rochester, NY 14625, USA
Phone: (585) 497-5000

Firm Size
Assets Under Management: $219.1 million
# of Advisors: 4
# of Clients: 699
Client to Advisor Ratio: 175:1
Average Account Size: $313,476
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Northlanding Financial Partners, LLC Overview

Edward Jones is a fee-based registered investment advisory firm that has been in business since 1963. The firm is headquartered in St. Louis, MO and offers a range of financial services to its clients. As both a broker-dealer and insurance broker/agent, they specialize in providing investment advice to individuals, small businesses, and institutional clients. The firm's service offerings include portfolio management for both individual and business clients, as well as pension consulting services. They also provide clients the option to select advisors from their network of experienced professionals. With decades of experience in the finance industry, Edward Jones has established a reputation for providing high-quality investment advice tailored to the unique goals and needs of each of their clients. Their fee-based fee arrangement ensures that the interests of their clients are always front and center, making them a trusted partner for anyone seeking sound financial advice.

NORTHLANDING FINANCIAL PARTNERS, LLC serves a diverse range of clients that includes individuals and high net worth individuals. As financial advisors, they specialize in helping clients grow their wealth and achieve their financial goals. They understand that each client has unique financial needs and they offer customized financial solutions to suit their individual circumstances. When it comes to fee structures, NORTHLANDING FINANCIAL PARTNERS, LLC offers their clients different options depending on the service provided. For those who prefer the traditional model, they charge a percentage of the assets under management (AUM). This fee structure is suitable for clients who wish to work with the firm to manage their investments and wealth. Alternatively, they offer hourly fees for clients who require ad-hoc financial advice. This is ideal for those who only need occasional financial guidance or have a specific financial question to ask. Finally, fixed fees are also available for clients who require a more comprehensive financial plan. This fee structure encompasses a range of services, including financial planning, investment management, tax planning, and estate planning. The amount charged is agreed upon between the client and NORTHLANDING FINANCIAL PARTNERS, LLC upfront and does not depend on the actual assets under management or the amount of time spent on the project. Overall, NORTHLANDING FINANCIAL PARTNERS, LLC offers clients different options for fee structures, ensuring they can tailor their services to meet each client's unique financial requirements.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Northlanding Financial Partners, LLC mentions that the investment minimum may vary based on the specific investment strategy or program chosen by the client. However, the brochure does not provide a specific minimum investment amount. Clients are advised to consult with the firm directly to determine the minimum investment required for their chosen strategy or program.

How This Office Can Help Webster, NY Residents

NorthLanding Financial Partners, LLC is a certified financial planning firm that helps individuals in Webster, NY navigate and achieve financial goals. One of the most common financial situations that NorthLanding Financial Partners, LLC helps clients with is debt management. Many individuals in Webster, NY face the challenge of managing multiple debts, such as credit card debts, student loans, and mortgages. NorthLanding Financial Partners, LLC offers debt management solutions, including creating personalized payment plans and offering debt consolidation services to make it easier for clients to pay off their debts. Additionally, NorthLanding Financial Partners, LLC provides financial planning and investment services to help individuals in Webster, NY plan for their future. They work with clients to create customized investment portfolios that match their risk tolerance, financial goals, and preferences. They also offer retirement planning services to help clients prepare for retirement by evaluating their current finances and creating a plan to reach their retirement savings goals. By providing a range of financial services, NorthLanding Financial Partners, LLC helps clients in Webster, NY achieve greater financial stability and success.

To view the Minimum Investment and Fee Schedule for Northlanding Financial Partners, LLC, visit their Part 2 Brochure.

Services Offered by Northlanding Financial Partners, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Northlanding Financial Partners, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 90 Linden Oaks #220, Rochester, NY 14625, USA
Phone (585) 497-5000
Opening Hours
  • Mon 8:30 AM–4 PM
  • Tue 8:30 AM–4 PM
  • Wed 8:30 AM–4 PM
  • Thu 8:30 AM–4 PM
  • Fri 8:30 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Northlanding Financial Partners, LLC is registered to service clients in the following states:

  • California
  • Florida
  • New York
  • Texas

Disciplinary History

Northlanding Financial Partners, LLC does not have any disclosures. Please visit it's Form ADV for more details.