Falcon Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“Fees for our financial planning and consulting services are $150 to $250 per hour; billed in six minute increments and a partial increment will be treated as a whole increment.”

Flat or project fee

$495

“A flat fee of $495 is charged for the Financial Snapshot due upon completion of services rendered.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Falcon Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “This flat fee is payable, in arrears, on a quarterly basis.”
• “Fees are calculated on a prorated basis for deposits received during the current quarter.”
• “Once terminated, fees will be billed on a pro rata basis for the portion of the quarter completed.”

How Falcon Financial’s fees compare

• Its hourly rate of $150-$250 is below the North Carolina median of $300. 12% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $495 is below the North Carolina median of $4,800. 4% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Falcon Financial

• Firm size: 4 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Tax planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

323

Employees

4

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$101,359,450

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

160615

Website

falconfinancialnc.com (opens in new tab)

Phone

(704) 603-4177

Other planners in North Carolina that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina