Falcon Wealth Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“For clients who do not engage FWP for ongoing planning services, FWP charges $500/hour for the creation of a financial plan.”

Flat or project fee

$5,000

“The fixed rate for creating a financial plan range from a minimum of $5,000 and up to $25,000+.”

Annual fee

$5,000/yr

“For clients who engage FWP for ongoing planning services, FWP charges a minimum of $5,000 and then a minimum annual fee of at least $5,000 thereafter.”

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

How Falcon Wealth Planning, LLC bills

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

• “Fees are paid in advance on a quarterly basis.”
• “For clients who signed their investment advisory agreements prior to June 2017, billing occurs in arrears.”
• “This exception is in place to honor the terms agreed upon at the time of signing, and these accounts are billed after the completion of the billing period.”

How Falcon Wealth Planning, LLC’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the California median of $6,250. 33% of the 224 other California planners that publish an annual fee charge less.

About Falcon Wealth Planning, LLC

• Firm size: 40 employees.
• Founded: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

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

0.25% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

1,581

Employees

40

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$1,955,964,732

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174092

Website

linkedin.com/company/falcon-wealth-planning-inc-/mycompany/?viewAsMember=true (opens in new tab)

Phone

(855) 963-2526

Can advise clients in 31 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, West Virginia

Other planners in Ontario that publish fees

• Lone Wolf Wealth ManagementOntario$200/hr, $2,000⁠-⁠$10,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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