Falco Wealth Management fees and pricing
Financial planner in Paoli, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated November 18, 2025, Falco Wealth Management charges a quarterly fee of $1,375-$2,500 and an annual fee of $2,125 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed November 18, 2025. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $1,375-$2,500/qtr
“Our minimum quarterly planning fee is $1,375, and the maximum quarterly planning fee is $2,500.”
- Annual fee
- $2,125/yr
“Clients on the minimum fee schedule will be charged the $8,500 6 annual fee in arrears in 4 quarterly installments of $2,125 and can pay via ACH, check, or credit card.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Falco Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our initial planning fee is collected in full upon delivery of the financial plan.”
- “After 15 months (one year and one quarter), Falco Wealth will send the first quarterly bill, in arrears, for ongoing planning services.”
- “Financial planning clients will receive an ongoing quarterly bill delivered in arrears.”
How Falco Wealth Management’s fees compare
- Its annual fee of $2,125 is below the Pennsylvania median of $6,000. 22% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Falco Wealth Management
- Firm size: 3 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Minimum
- $8,500 minimum fee (stated in brochure)
- Clients
- 74
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $32,089,267
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327977
- Phone
- (610) 640-5822
Other planners in Paoli that publish fees
- Great Valley Tax & Financial ServicesPaoli$250/hr, $3,500
- Harvest Financial PartnersPaoli$350/hr, $250-$4,000
- Milvian Bridge AdvisoryPaoli$200/hr
- Northeast Advisers, Inc.Paoli$200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.