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Get Your Questions Answered...

Frequently Asked Questions

Get answers to frequently asked questions related our services, our process and more. If you have a question that’s not addressed here please contact us and we’ll be happy to help.

Lansdowne Wealth Management, LLC is a fee-only financial planner and investment advisor in Mystic, CT.



Your office is not local to me. Can I still work with you?
Do you charge for your first meeting?
How are your services priced?
Do you have to manage my investments for me to work with you?
Can you manage our investments without providing financial planning?
Can you help us roll over our 401K into an IRA?
DO YOU RECEIVE COMMISSIONS?
How are you different from other financial advisory firms?
What type of clients do you work with?
Do You Have Account Minimums?