Fee-only adviser · Springfield, IL
Langdon Financial Management, Inc.
Langdon Financial Management, Inc. is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Springfield, Illinois. On its latest Form ADV, filed February 11, 2026, it reports $82M in regulatory assets under management and 307 individual clients. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois |
|---|---|
| Firm CRD number | 123017 |
| Office | 2500 Kipling Drive Springfield, IL 62711 |
| Phone | (217) 546-6524 |
| Website | Not listed |
| Regulatory assets under management | $82M |
| Individual clients | 297 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Other |
| Services | Portfolio management |
| Employees | Not reported |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Springfield
- Keb Wealth Advisors $1.3B
- Skinner, Copper & Ehmen Wealth Management, LLC $706M
- Wealth Management Services,llc $14M
See all 4 fee-only advisers in Springfield →
Nearby
- New Berlin 1 firm
- Taylorville 1 firm
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