Firm
Falcon Wealth Planning, Inc.
Irvine, California
Fee-only
Falcon Wealth Planning, Inc. at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 40 employees and 1,581 individual clients, 528 of them high net worth.
- Its average account is about $351,000 (assets it manages divided by its 5,567 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Irvine, California |
|---|---|
| Website | falconwealthplanning.com |
| [email protected] | |
| Phone | (855) 963-2526 |
Falcon Wealth Planning, Inc. fees
Falcon Wealth Planning, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.0 billion |
| Individual clients | 1,053 |
| High-net-worth clients | 528 |
| Accounts managed | 5,567 |
| Employees | 40 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-112659) |
| Financial planning | Offered |
| Form ADV filed | September 25, 2026 |
| SEC record | CRD 174092 |