Falcon Wealth Planning, Inc.
Falcon Wealth Planning, Inc. (CRD# 174092) is a financial advisory firm headquartered in Ontario, CA. They manage $825,827,195 in 4,424 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management826MILLION
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Total Number of Accounts4,424ACCOUNTS
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Average Account Value$186,670
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
Matthew Shahin (CRD# 6373392) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Gilbert, AZ and has over 9 years of experience in the finance industry.
Min Song (CRD# 5300828) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 16 years of experience in the finance industry.
Quinn Carranza (CRD# 7619606) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has 1 year of experience in the finance industry.
Wendy Dudley (CRD# 7899277) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has 1 year of experience in the finance industry.
Kendell Frye (CRD# 7413418) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has 1 year of experience in the finance industry.
Marc Melendez (CRD# 7841604) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has 1 year of experience in the finance industry.
Ricky Perez (CRD# 7845533) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has 1 year of experience in the finance industry.