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Michael Falco

Advisor at Falco Wealth Management

Updated today
Falco Wealth Management logo

Firm

Falco Wealth Management

Location

Paoli, PA 19301

Credentials

Series 63, Series 65

Industry experience

19 years

About

Michael Falco is a financial advisor at Falco Wealth Management in Paoli, PA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management and Horter Investment Management. In addition to his advisory role, he owns businesses providing insurance and tax preparation services. Falco Wealth Management is a small firm managing approximately $33.6 million for individual, family, trust, estate, and small-business clients. The firm offers comprehensive financial planning and discretionary wealth management, using a long-term, factor-aware investment approach focused on low-cost ETFs and institutional mutual funds.

Client services

Based on Falco Wealth Management

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Falco Wealth Management

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Fixed

Financial planning initial flat fee $8,500 to $15,500 based on complexity

Percentage

$0 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.50% $5,000,000+: 0.30%

Other

Account minimum: $750,000 Minimum fee: Minimum annual fee of $8,500 for clients with less than $750,000 investable assets Fee-only: Financial planning flat fees ranging from $8,500 to $15,500 initially; ongoing quarterly fees from $1,375 to $2,500

Location

1500 E. Lancaster Ave., Suite 100

Paoli, PA 19301

Most active in

Pennsylvania

Work history

Falco Wealth Planning

2024 - Present (2 years)

Virtue Capital Management, LLC

2018 - 2024 (6 years)

Horter Investment Management

2015 - 2018 (3 years)

Falco Wealth Management

1993 - Present (33 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John L

Series 65

Chadds Ford, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

General tax planning General estate planning guidance Cash flow / budgeting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Options & derivatives strategies Active portfolio management
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Damon G

Series 63, Series 65

West Chester, PA

Jura Investments, LLC

Private / alternative investments Active portfolio management Options & derivatives strategies
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Timothy C

CFP®, Series 63, Series 65

Malvern, PA

Copper Beech Advisors, LLC

General tax planning General estate planning guidance Cash flow / budgeting Founder/Business Owner
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