Falconer Group fees and pricing

Financial planner in Traverse City, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 9, 2026, Falconer Group charges a flat or project fee of $250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $250; “Financial plans typically require a deposit of $250 to begin the engagement.”

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

“Billing Investment management fees are billed quarterly, in advance, meaning that we invoice you in the first month of the three-month billing period.”
“Payment in full is expected upon invoice presentation.”
“The client must consent in advance to direct debiting of their investment account.”

Its flat or project fee of $250 is below the Michigan median of $3,250. 1% of the 137 other Michigan planners that publish a flat or project fee charge less.
None of the 4 other planners in Traverse City that publish a flat or project fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 1999 (27 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 14
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $36,784,480
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 124166
Phone: (231) 392-1710

Is something on this page wrong or out of date?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.