# Robert Falcon

> Robert Falcon is a fee-only financial advisor at Falcon Wealth Managers LLC in Concordville, Pennsylvania, who holds the BS, CFP and CPA credentials. Robert charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $5,000) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/robert-falcon/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Falcon Wealth Managers LLC
- **Based in:** Concordville, Pennsylvania
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; one-time plans from $5,000; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $28.8M across 51 accounts
- **Credentials:** BS, CFP, CPA, CPA/PFS, MBA, PFS
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6508801 (https://adviserinfo.sec.gov/individual/summary/6508801)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://falconwealthmanagers.com

## Frequently asked questions

### Is Robert Falcon a fee-only financial advisor?

Yes. Robert Falcon is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.

### How does Robert charge for financial advice?

Robert charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Robert charge?

According to Falcon Wealth Managers LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $5,000; 1% a year on the first tier of assets managed.

### Where is Robert Falcon based?

Robert Falcon is based in Concordville, Pennsylvania.

### What does Robert specialize in?

Robert's specialties include retirement planning and tax planning. Robert works with pre-retirees and retirees.

### What credentials does Robert Falcon hold?

Robert Falcon holds the BS, CFP, CPA, CPA/PFS, MBA and PFS credentials.

### Is Robert Falcon registered with the SEC?

Yes. Robert Falcon is registered as an investment adviser representative in PA (CRD 6508801), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Falcon Wealth Managers LLC manage?

Falcon Wealth Managers LLC reports $28.8M across 51 accounts in assets under management.

### How do I contact Robert Falcon?

Through Robert's website, falconwealthmanagers.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44861): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.falconwealthmanagers.com/): specialties, clients served, and fees, checked October 28, 2026

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