Robert Falconer
Advisor at EP Wealth Advisors
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.
Advisor at EP Wealth Advisors
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
EP Wealth Advisors
Location
Torrance, CA 90503
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
Robert Falconer is a CFP® professional with 12 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Bessemer Trust and Fisher Investments. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to develop and manage portfolios, offering discretionary management, financial planning, and additional services such as tax preparation and estate-document facilitation.
Based on EP Wealth Advisors
Based on EP Wealth Advisors
$0 - $500,000: Higher than discretionary fee (exact rate not specified) $500,000+: Varies based on blended tiered structure, tiered flat percentage fee structure, or flat percentage-based fee (exact tiers not specified) Not specified+: Up to 1.00% annually for participant-directed defined contribution retirement plans
Compensation received for providing ongoing advisory services related to certain commission-based annuities through DPL Financial Partners
Up to $500 per hour for financial planning and consulting services
Account minimum: $500,000 Fee-only: Hourly fee up to $500 per hour; retainer fee up to $10,000 for financial planning and consulting services only
21535 Hawthorne Blvd, Suite 400
Torrance, CA 90503
California
EP Wealth Advisors LLC
2025 - Present (1 year)
Bessemer Trust
2019 - 2025 (6 years)
Fisher Investments
2014 - 2019 (5 years)
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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