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
13 years
Michael Jensen is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Falcon Wealth Planning, Inc. since 2021 and previously held roles at Beacon Pointe Insurance Services, Beacon Pointe Advisors, Simplex Wealth Management, and Consilium Wealth Management. Jensen is also a partner in Falcon Wealth Planning OC, LLC, a holding company for the firm’s Orange County office. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm offers discretionary portfolio management, written investment policy statements, and a Family Office program for clients with $5 million or more in assets, employing a combination of fundamental and technical analysis alongside modern portfolio theory.
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
Falcon Wealth Planning, Inc.
2021 - Present (5 years)
Beacon Pointe Insurance Services, LLC
2017 - Present (9 years)
Beacon Pointe Advisors, LLC
2017 - 2021 (4 years)
Simplex Wealth Management
2015 - 2016 (1 year)
Consilium Wealth Management
2014 - 2016 (2 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.
Series 66
Fontana, CA
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Series 65
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Series 65
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Omnikey Investment Advisors
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