Falcon Wealth Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ontario, CA. Its latest Form ADV filing, dated February 18, 2026, reports $1.6B in regulatory assets under management, 40 employees, 43 offices, and 5,242 accounts.
Assets Under Management
$1.6B
Employees
40
Offices
43 offices
Total Clients
1,508
Primary office
ONTARIO, CA
3400 INLAND EMPIRE BLVD., SUITE 100, ONTARIO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.5% of total clients.
Top client categories% of clientsClients
1
Individuals
69.5%
1,048
2
HNWI
28.5%
430
3
Corporations
1.4%
21
4
Pension Plans
0.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of February 18, 2026
Discretionary97.2%
$1.5B
97% of total RAUM97.2%
Non-discretionary2.8%
$44M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts5,242
10Y AUM Change+$1.4B (+1076.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee38:1
10Y Employee Change+31 (+344.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.