Advisor at Falcon Wealth Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Falcon Wealth Planning, Inc.
Location
Ontario, CA 91764
Credentials
CFP®, Series 66
Industry experience
16 years
Gabriel Shahin is a CFP® with 16 years of industry experience, currently serving as the principal of Zealth Planning, LLC. He has held leadership roles in multiple related businesses, including tax services and community education focused on helping individuals understand complex financial products. Shahin also leads a nonprofit organization that provides seminars to educate the community on financial matters. Zealth Planning, LLC offers fee-only financial planning services to individual clients, providing written plans covering areas such as business planning, cash flow, retirement strategies, estate planning, tax considerations, insurance, and investment analysis. The firm does not manage or custody client assets, instead offering investment recommendations based on asset allocation principles and allowing for ESG or other client preferences.
Based on Falcon Wealth Planning, Inc.
Based on Falcon Wealth Planning, Inc.
Fixed fees from $5,000 up to $25,000+ for financial planning; fixed annual fees for ongoing planning services starting at $5,000
$0 - $350,000: 0.5000% quarterly (2.00% annually) $350,001 - $500,000: 0.4375% quarterly (1.75% annually) $500,001 - $750,000: 0.3750% quarterly (1.50% annually) $750,001 - $1,000,000: 0.2875% quarterly (1.15% annually) $1,000,001 - $2,000,000: 0.2500% quarterly (1.00% annually) $2,000,000 - $5,000,000: 0.1875% quarterly (0.75% annually) $5,000,001+: 0.1625% quarterly (0.65% annually)
$500/hour for financial planning if not engaged for ongoing services
Minimum fee: $5,000 annual minimum fee if total investable assets are below $250,000 Fee-only: Hourly financial planning fees at $500/hour; Fixed fees for financial plans ranging from $5,000 to $25,000+; Minimum annual fee for ongoing planning services starting at $5,000
3400 Inland Empire Blvd., Suite 100
Ontario, CA 91764
California · Texas
Zealth Planning, LLC
2025 - Present (1 year)
Falcon Empire Properties, Llc
2022 - Present (4 years)
Falcon Wealth Tax Services
2018 - Present (8 years)
Financial Community Education Foundation
2018 - Present (8 years)
Falcon Wealth Properties
2017 - Present (9 years)
Falcon Wealth Planning, Inc.
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Omnikey Investment Advisors
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