Donald Fallenbaum
Fallenbaum CPA & Advisors · Plantation, Florida
Donald Fallenbaum is a fee-only financial advisor at Fallenbaum CPA & Advisors in Plantation, Florida. Donald focuses on tax planning, real estate investors and small business owners. Fallenbaum CPA & Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Real estate investors
Facts
| Firm | Fallenbaum CPA & Advisors |
|---|---|
| Based in | Plantation, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $7.6M across 27 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2599102 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.fallenbaumcpa.com |
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Questions about Donald
Is Donald Fallenbaum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Fallenbaum CPA & Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Fallenbaum CPA & Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Donald work with clients virtually?
Yes. Fallenbaum CPA & Advisors says on its website that it works with clients remotely.
Where is Donald Fallenbaum based?
Donald Fallenbaum is based in Plantation, Florida.
What does Donald specialize in?
Donald's specialties include tax planning, real estate investors and small business owners. Donald works with real estate investors.
Is Donald Fallenbaum registered with the SEC?
Yes. Donald Fallenbaum is registered as an investment adviser representative in FL (CRD 2599102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Fallenbaum CPA & Advisors manage?
Fallenbaum CPA & Advisors reports $7.6M across 27 accounts in assets under management.
How do I contact Donald Fallenbaum?
Through Donald's website, www.fallenbaumcpa.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
- Fallenbaum CPA & Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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