Charles Falco
Limerick Financial Group · Limerick, Pennsylvania
Charles Falco is a fee-only financial advisor at Limerick Financial Group in Limerick, Pennsylvania. Limerick Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Limerick Financial Group |
|---|---|
| Based in | Limerick, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $64.8M across 247 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1388119 |
| Exams passed | Series 63 (1986) · Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.limerickfinancialgroup.com |
How Charles's firm compares
- Limerick Financial Group's average account is about $262,000, from its Form ADV (assets managed divided by 247 accounts).
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Questions about Charles
Is Charles Falco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Limerick Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Limerick Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Falco based?
Charles Falco is based in Limerick, Pennsylvania.
Is Charles Falco registered with the SEC?
Yes. Charles Falco is registered as an investment adviser representative in PA (CRD 1388119), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Limerick Financial Group manage?
Limerick Financial Group reports $64.8M across 247 accounts in assets under management.
How do I contact Charles Falco?
Through Charles's website, www.limerickfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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