Falcon Wealth Planning, Inc.

Falcon Wealth Planning, Inc. is a California-based corporation established in March 2015 by Gabriel Shahin. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive personalized Investment Policy Statements outlining their financial situation. Falcon Wealth Planning seeks discretionary authority from clients to make investment decisions in line with fiduciary duties, ensuring fair and equitable allocation of opportunities among clients. The firm introduced the Falcon Wealth Family Office Service for high net worth clients with over $5 million under management, covering tax, estate, real estate, insurance, legacy, and charitable foundation services. Regarding fees, Falcon Wealth Planning charges asset-based fees for portfolio management, with rates ranging from 0.1625% to 0.5000% based on total assets under management. The firm also offers financial planning services with hourly and fixed fees, starting at $500/hour or a minimum of $5,000 annually. Clients may terminate agreements within specified periods without penalty. The firm does not participate in performance-based fees or accept compensation for selling securities. Falcon Wealth Planning acts as a fiduciary, obligated to act in clients' best interests. The firm provides detailed information on its advisory business, investment strategies, risk factors, and client account reviews. Clients have the option to grant investment discretion to Falcon Wealth Planning, allowing the firm to manage their accounts without prior approval for transactions.