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William Ferber

Landing Point Financial Group
11 Years of Experience
Avon, OH
Sells Insurance
View SEC Summary
View SEC Summary

William Ferber is a registered investment advisor at Landing Point Financial Group, based in Avon, OH, with 11 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 743 clients with $380M in assets under management.

Landing Point Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
743 clients
Average Client Portfolio
$513K average
Assets Under Management
$381.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.80%

The maximum advisory fee is 1.8% of the value of your portfolio. Fees may be negotiable based on the size and nature of the relationship, services rendered, and complexity. Financial planning services may be included in this fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

36901 American Way, Suite 7, Avon, OH, 44011

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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

William works as an insurance agent since 2020, implementing insurance into his practice. This activity takes about half of his time.

Employment History
Current Registrations
Landing Point Financial Group
January 2025 - Present · 1 yr 9 mos
Previous Registrations
True Wealth Design, LLC
April 2023 - January 2025 · 1 yr 9 mos
Strategic Investment Solutions, INC.
February 2020 - May 2023 · 3 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2020 - March 2023 · 3 yrs 2 mos
Stratos Wealth Partners, LTD
September 2015 - December 2019 · 4 yrs 3 mos
LPL Financial LLCBroker
September 2015 - December 2019 · 4 yrs 3 mos
State Registrations1 state
OH
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.
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