# Erik Falconer

> Erik Falconer is a fee-only financial advisor at Falconer Group in Traverse City, Michigan, who holds the CFP and CFA credentials. Falconer Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/erik-falconer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Falconer Group
- **Based in:** Traverse City, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $36.8M across 14 accounts
- **Credentials:** CFP, CFA
- **CRD:** 4625179 (https://adviserinfo.sec.gov/individual/summary/4625179)
- **SEC registration:** Investment adviser representative in MI
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Erik Falconer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Falconer Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Erik charge for financial advice?

Erik's firm, Falconer Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Erik Falconer based?

Erik Falconer is based in Traverse City, Michigan.

### What credentials does Erik Falconer hold?

Erik Falconer holds the CFP and CFA credentials.

### Is Erik Falconer registered with the SEC?

Yes. Erik Falconer is registered as an investment adviser representative in MI (CRD 4625179), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Falconer Group manage?

Falconer Group reports $36.8M across 14 accounts in assets under management.

### How do I contact Erik Falconer?

Contact details aren't on file yet. Search for Falconer Group.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4625179): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.