Advisor at Falcon Wealth Planning, Inc.
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Firm
Falcon Wealth Planning, Inc.
Location
Weymouth, MA
Credentials
CFP®, CFA®, Series 63, Series 66
Industry experience
11 years
Raymond Sicard is a financial advisor at Falcon Wealth Planning, Inc. with 11 years of industry experience. He holds the CFP® and CFA® designations along with Series 63 and Series 66 licenses. His prior experience includes roles at Facet Wealth, Ameriprise Financial Services Inc, Goodman Advisory Group, and LPL Financial. 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 employs client-specific investment strategies documented in Investment Policy Statements and offers a Family Office program for clients with $5 million or more in assets.
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
Weymouth, MA
California · Massachusetts · Texas
Falcon Wealth Planning, Inc.
2025 - Present (1 year)
Falcon Wealth Planning, Inc.
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
LPL Financial, LLC
2024 - 2024 (1 year)
Goodman Advisory Group, LLC
2024 - 2025 (1 year)
Facet Wealth
2022 - 2024 (2 years)
Unemployed
2021 - 2022 (1 year)
Ameriprise Financial Services Inc
2018 - 2020 (2 years)
Unemployed
2016 - 2018 (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.
CFP®, Series 65
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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