LB
CFP
LB
CFP

Landon Buzzerd

5 Years of Experience
Williamsport, MD

Landon Buzzerd is a CFP-designated registered investment advisor at Grant Street Asset Management INC, based in Williamsport, MD, with 5 years of industry experience. Landon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 440 clients with $670M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
440 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$668.9M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Minimum account size of $500,000, but this may be negotiable. Fees may be negotiable on a client-by-client basis.

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

Williamsport, MD

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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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Employment History
Current Registrations
Grant Street Asset Management INC
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Obsidian Personal Planning Solutions, LLC
September 2020 - October 2023 · 3 yrs 1 mo
State Registrations1 state
PA
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.
Landon Buzzerd - Financial Advisor | TrueAdvisor