LT
CFP
LT
CFP

Landon Tymochko

12 Years of Experience
Folsom, CA
BrokerSells Insurance

Landon Tymochko is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Folsom, CA, with 12 years of industry experience. Landon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

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

950 Glenn Drive, Suite 230, Folsom, CA, 95630

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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

Landon provides tax preparation services, sells fixed insurance, and co-owns Leslie Roper Day & Associates, LLC, which facilitates securities, advisory, and insurance business. He also teaches financial management at William Jessup University and retirement planning at Sacramento State University.

Employment History
Current Registrations
Commonwealth Financial Network
May 2014 - Present · 12 yrs 5 mos
Commonwealth Financial NetworkBroker
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
First Command Financial Planning, INC.
February 2013 - May 2013 · 3 mos
First Command Financial Planning, INC.Broker
January 2013 - May 2013 · 4 mos
State Registrations22 states
ALARAZCACOIDLAMDMNMTNCNJNMNVOHORTNTXUTVAWAWY
AdvisorBrokerBoth

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.
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