Firm
Falcon Wealth Managers LLC
Concordville, Pennsylvania
Fee-only
Falcon Wealth Managers LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 11 individual clients, 11 of them high net worth.
- Its average account is about $565,000 (assets it manages divided by its 51 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Pennsylvania median of $3,600.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Concordville, Pennsylvania |
|---|---|
| Website | falconwealthmanagers.com |
| [email protected] | |
| Phone | (484) 528-0201 |
Falcon Wealth Managers LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $5,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"provide comprehensive services for a minimum annual fee of $6,000" source
"The fixed fee can range between $5,000 and $15,000 based on the complexity and needs of the client" source
"$0 – $2M 1.00%" source
"Fee based on assets under management (AUM) calculated as follows:" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $29 million |
| High-net-worth clients | 11 |
| Accounts managed | 51 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | August 19, 2026 |
| SEC record | CRD 298692 |