Landphair Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,713,065
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
23
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$552,742
About
Landphair Wealth Management provides discretionary portfolio management and financial planning services to individuals and high‑net‑worth individuals, producing an Investment Policy Statement for each client and offering both comprehensive and a la carte planning engagements. As of 12/31/2025 the firm reported approximately $13.8 million in discretionary assets under management across 23 client relationships.
The firm’s investment process combines fundamental analysis with modern portfolio theory, emphasizing asset allocation as the primary driver of returns, passive indexing on the equity side and more active management on the bond side. Portfolios are implemented primarily with mutual funds, ETFs, REITs and fixed income instruments; the advisor typically seeks discretionary trading authority and conducts at least quarterly account reviews.
A distinctive feature is that the firm also serves pension or profit‑sharing plan clients, a client type that is relatively uncommon for independent advisors of this scale. Operationally, the brochure notes practices that differ from many peers — LWML does not aggregate client trades and may receive research or other soft‑dollar benefits from recommended custodians — factors that could influence execution and research access.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Cash flow / budgeting
Fee options
Financial planning fixed fees range from $3,000 to $10,000 depending on complexity and time
$500,000 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.85% annually $3,000,001+: 0.75% annually
Up to $250 per hour for financial planning services
Account minimum: $500,000
Main office location
Landphair Wealth Management LLC
Deerfield IL, United States
Number of offices
2
Most active in
Landphair Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Illinois · Ohio · 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:
-
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
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