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Falcon Wealth Planning, Inc. is a fee-only, fiduciary-based Registered Investment Advisor dedicated to empowering clients through customized financial planning focused on tax efficiency and sustainable wealth growth. With expertise spanning tax, estate, retirement, real estate, and insurance planning, Falcon delivers tailored solutions that support clients through life transitions and complex financial decisions. The firm’s commitment to transparency ensures no commission-driven conflicts, aligning their interests fully with clients’. Through a holistic, client-centered approach, Falcon enables individuals, families, and business owners nationwide to confidently pursue financial independence and long-term security.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
174092 | 20 |