Robert Falcon
Falcon Wealth Managers LLC · Concordville, Pennsylvania
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 | $28.8M across 51 accounts |
| Credentials | BS · CFP · CPA · CPA/PFS · MBA · PFS |
| SEC registration | Investment adviser representative in PA · CRD 6508801 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | falconwealthmanagers.com |
| Profile |
How Robert's firm compares
- Ongoing planning starts at $6,000 a year, above the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $5,000, above the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- Falcon Wealth Managers LLC's average account is about $565,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about Robert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Falcon Wealth Managers LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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