Updated November 14, 2024
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Falcon Wealth

Investment Advisor Firm
Total assets under management$1B
Years in business9+

About Falcon Wealth

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.

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Monthly Fee
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Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Tax Planning
  2. Estate Planning
  3. Real Estate Planning
  4. Social Security Planning
  5. Retirement Income Planning
  6. Investment Planning
  7. Insurance Planning
  8. Financial Goal Setting
  9. Wealth Management
  10. Financial Independence Strategies

More about Falcon Wealth

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
17409220

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Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Falcon Wealth.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings