The comprehensive tax, retirement, and financial advice provided by Falcon Wealth cannot be provided by a retail investment advisor or an insurance professional. Falcon Wealth clients receive tax advice from a CPA plus investment and financial advisory services from a CFP® professional for the same price most pay for investment advice alone.

Falcon Wealth offers two types of advisory services:


Comprehensive Advice

Falcon Wealth will manage your assets and provide comprehensive services for a minimum annual fee of $6,000. The fee is calculated one of two ways:

  1. Fixed annual fee paid quarterly in arrears, or
  2. Fee based on assets under management (AUM) calculated as follows:
Account Value Annual Advisory Fee
$0 – $2M              1.00%
$2M – $3M              0.80%
$3M – $4M              0.65%
$4M – $5M              0.55%

The maximum fee is $40,000, which is the fee calculated on $5M of AUM.

Advice Only – DIY Investors

If you do not require Comprehensive Advice, Falcon Wealth can deliver a limited financial analysis for you tailored to address your specific financial or tax or retirement questions on a fixed fee basis. The fixed fee will be agreed upon before the start of any work. The fixed fee can range between $5,000 and $15,000 based on the complexity and needs of the client (50% up front, 50% upon delivery of the report).