Landsberg Bennett Private Wealth Management

What Landsberg Bennett Private Wealth Management does

Landsberg Bennett Private Wealth Management is a fee-only fiduciary wealth management firm headquartered in Punta Gorda, Florida, operating as an integrated practice team within Hightower Advisors, LLC, an SEC-registered investment adviser. Founded in 2012 by Michael W. Landsberg and Lew Bennett — both formerly of Merrill Lynch, with Landsberg having started in Morgan Stanley's private banking group — the firm delivers a unified advisory platform covering investment management, financial and retirement planning, asset protection, estate/legacy/gifting strategies, and personal risk management. Service delivery is high-touch and relationship-led, with onboarding gated by an informal fit interview and ongoing engagement supported by in-person reviews across six Southwest Florida offices (Punta Gorda, Port Charlotte, Englewood, North Port, North Fort Myers, Boca Grande) as well as video conferencing.

The firm's technology stack centers on a proprietary investment planning tool that stress-tests scenarios across 1,000 market/economic simulations with nightly plan updates, layered on top of standard RIA infrastructure including an Orion Advisor client portal and custodial integrations with Fidelity and Charles Schwab. The firm does not sell products or earn commissions; revenue is generated directly from client advisory fees, with no public fee schedule and individualized AUM-based pricing. Customer acquisition relies on the principals' sustained third-party rankings (Forbes Best-in-State 2018–2025 for Landsberg, 2021–2025 for Bennett; Barron's 2010–2018; AdvisorHub 2022–2025), educational content marketing, local community presence across Southwest Florida, and a monthly Women's Investment Group event series.

Landsberg Bennett targets retirees, pre-retirees, retired professionals (physicians, attorneys), business owners approaching transition, and executives navigating complex compensation packages — all served through a horizontal segmentation approach under a single fiduciary engagement. The firm employs 11–50 staff including 2 partners, a Chief Operations Officer, Director of Operations, portfolio and planning analysts, and a client services team, and it is privately held with no public revenue or AUM disclosure.

Name

Landsberg Bennett Private Wealth Management

Legal name

Landsberg Bennett Private Wealth Management

Website

https://landsbergbennett.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Landsberg Bennett Private Wealth Management is a fee-only fiduciary wealth management firm based in Punta Gorda, Florida, operating under Hightower Advisors. It serves retirees, pre-retirees, professionals, business owners, and executives across Southwest Florida through investment, retirement, estate, and risk planning delivered via six regional offices.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Private wealth management
• Fiduciary financial advisory
• Retirement income planning
• Estate and legacy planning
• Investment portfolio management

Headquarters

HQ city

Punta Gorda

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fees: Compensation comes directly from clients in the form of advisory fees. The firm explicitly states it does not sell products or receive commissions, operating on a fee-only basis (distinct from fee-based, which may include hidden commissions). Advisory fees cover financial planning, investment management, and ongoing monitoring services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Landsberg Bennett Private Wealth Management provides fee-only, fiduciary wealth management services to high-net-worth individuals, families, and institutions in Southwest Florida. Its offerings span investment management, financial and retirement planning, asset protection, estate/legacy/gifting strategies, and personal risk management, all delivered through a unified planning process. The firm operates under Hightower Advisors, LLC and is compensated solely through advisory fees paid directly by clients.

Product overview

Landsberg Bennett Private Wealth Management offers a unified financial advisory platform centered on fiduciary, fee-only wealth management services. The core offering consists of five integrated service areas: Investment Management, Financial and Retirement Planning, Asset Protection Strategies, Estate/Legacy/Gifting Strategies, and Personal Risk Management. These services are delivered through a collaborative planning process that includes goal definition, stress testing scenarios, and ongoing monitoring. A complementary free Risk Assessment service is offered to prospects. The firm also provides location-specific advisory pages for clients in Southwest Florida communities (Port Charlotte, Englewood, North Port, North Fort Myers, and Boca Grande).

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management
• Financial and Retirement Planning
• Asset Protection Strategies
• Estate, Legacy, and Gifting Strategies
• Personal Risk Management
• Risk Assessment

Quantifiable outcome

• Stress-tests investment scenarios 1,000 times across a range of market conditions to determine goal achievement probability

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Three partnerships are on record, tiered core.

• FidelitycoreTechnology or IntegrationFidelity serves as a custodial platform for client accounts. Clients access their Fidelity accounts via a dedicated Fidelity Access link from the Landsberg Bennett client portal. This integration allows the firm to manage client assets held at Fidelity while providing seamless account access.
• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as a custodial platform for client brokerage accounts. Clients access Schwab accounts via a dedicated portal link from the Landsberg Bennett website. The firm leverages Schwab's infrastructure for trade execution and account administration.
• Orion AdvisorcoreTechnology or IntegrationOrion Advisor provides the firm's client portal platform, enabling clients to access their consolidated financial information, statements, and planning dashboards. Orion connects client data to support the firm's financial planning workflow.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the U.S., combining traditional fee-only financial planning with a workplace 401(k) advisory business. Comparable fiduciary, fee-only model and retirement-income focus, but at significantly greater scale and with a tech-enabled planning engine.
• Mariner Wealth Advisors: National RIA platform providing comprehensive wealth advisory, retirement planning, estate, and tax services to HNW families and institutions. Comparable service breadth and HNW-retiree focus; operates a federated team model similar in spirit to Hightower.
• Fisher Investments: Large independent investment management firm serving HNW individuals, families, and institutions. While its service mix skews more toward discretionary portfolio management, it competes for the same retiree and pre-retiree client base that Landsberg Bennett targets.
• Hightower Advisors: National RIA platform and parent organization of Landsberg Bennett. Operates a federated model of affiliated advisory teams serving HNW and UHNW clients, providing shared compliance, investment, and back-office infrastructure comparable to the platform Landsberg Bennett operates within.
• Fidelity Wealth Management: Fidelity's wealth advisory business, including Fidelity Wealth Services and Fidelity Strategic Advisors, competes for HNW and mass-affluent households with dedicated advisor teams and integrated Fidelity custody — a structural competitor to independent RIAs.
• Charles Schwab Wealth Advisory: Schwab's in-house wealth advisory offering, including Schwab Private Client and Wealth Advisory, serves HNW and mass-affluent investors using Schwab custody — the same custody Landsberg Bennett clients use. Represents a direct institutional alternative for fee-based planning at scale.
• Creative Planning: Large independent, fee-only RIA serving HNW individuals and families across the U.S. with comprehensive financial planning, investment management, and tax services — directly comparable service mix and fiduciary model to Landsberg Bennett, scaled nationally.
• Carson Group: Large RIA and coaching platform serving independent financial advisors and their HNW clients. Comparable fee-only retirement and wealth planning offering, with national scale and an ecosystem of partner resources for affiliated practices.

Regional players

• Barnum Financial Group: Regional wealth management and retirement planning firm serving clients across the Northeast U.S. with advisor-led planning and investment services. Comparable target market (retirees, professionals, business owners) and full-service planning model, but with limited geographic overlap.

Emerging players

• Facet Wealth: Tech-enabled, fee-only financial planning firm targeting HNW households with a virtual-first delivery model. Comparable fiduciary, flat-fee philosophy but with a fundamentally different (digital) cost structure that pressures traditional advisory economics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/LB_PWM

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Landsberg Bennett Private Wealth Management