CFP

Joseph Favorito

6 Years of Experience

Melville, NY

1 Disclosure

Joseph Favorito is a CFP-designated registered investment advisor at Landmark Wealth Management, LLC, based in Melville, NY, with 6 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 296 clients with $440M in assets under management.

Landmark Wealth Management, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

296 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$442.0M

Fee Structure

Minimum Investment:$500K

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $5.0M	0.90%
$5M+	0.90%

Fees negotiable for accounts over $5,000,000. Clients who opened accounts prior to June 3, 2025, will continue to be charged under their existing fee schedule. Accounts under $500,000 may be charged an annual fee of 1.00%.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

95 Broadhollow Road, Suite 102, Melville, NY, 11747

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2008

Denied

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Landmark Wealth Management, LLC

February 2021 - Present · 5 yrs 2 mos

Previous Registrations

TD Waterhouse Investor Services, INC.

June 2004 - August 2005 · 1 yr 2 mos

State Registrations3 states

FLNYTX

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.

More financial advisors in Melville, NY →All financial advisors in New York →