Erik Falconer
Falconer Group · Traverse City, Michigan
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.
Request an introduction to Erik →
Facts
| Firm | Falconer Group |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $36.8M across 14 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MI · CRD 4625179 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Erik's firm compares
- Falconer Group's average account is about $2.6 million, from its Form ADV (assets managed divided by 14 accounts).
Request an introduction to Erik
Tell Erik a little about what you're looking for. Erik isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Erik
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.
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.
See something wrong? Request a correction. Read our methodology.