PS
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Patrick Sandner

8 Years of Experience
North Palm Beach, FL
Sells Insurance

Patrick Sandner is a registered investment advisor at Landing Financial Group, INC., based in North Palm Beach, FL, with 8 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.60%
$500K - $750K1.50%
$750K - $1.0M1.25%
$1M+1.00%

Fees are negotiable based on various criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

631 Us Highway One, Suite 201, North Palm Beach, FL, 33408

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Patrick is an insurance agent and owner at Landing Insurance Group, LLC, dedicating about half of his time to insurance product sales since 2003. He is also the president of Florida Adult Education, Inc., offering educational classes on health and wealth, spending about 10-20% of his time on this since 2025.

Employment History
Current Registrations
Landing Financial Group, INC.
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Ae Wealth Management, LLC
June 2017 - October 2022 · 5 yrs 4 mos
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Patrick Sandner - Financial Advisor | TrueAdvisor