Falcon Wealth Planning, Inc.

Overview

Falcon Wealth Planning, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and first registered in 2018. The firm functions as a capital allocator—directing client capital to third-party managers and other vehicles—while providing fee-based planning and portfolio management services for individuals, families and small-business owners. Its adviser services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements (and other fee types). Falcon is not identified as an active ESG investor and lists an industry affiliation with accounting professionals. The firm was named to FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

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Location & Offices