Falco Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,089,267
Total clients
74
11% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
37
Average account size
$433,639
About
Falco Wealth Management is a small, supported advisory firm with two advisors that manages approximately $33.6 million for about 70 individual, family, trust, estate, and small-business clients. It offers comprehensive financial planning and discretionary wealth management services, including investment selection, portfolio monitoring and rebalancing, retirement and Social Security planning, estate and tax-related planning, and insurance and risk-management advice.
The firm pursues a long-term, factor-aware investment approach implemented primarily through low-cost exchange-traded funds and institutional mutual funds, emphasizing diversification, tax efficiency, and periodic rebalancing. Clients can choose standalone, flat-fee financial planning without investment management or full wealth management with discretionary portfolio management and custodial relationships that support daily monitoring and implementation.
Falco Wealth is notable among peers for its affiliations with a tax preparation practice and insurance activities: a principal provides tax services and is separately licensed to sell insurance, and the firm discloses receipt of insurance commissions and related conflicts of interest along with mitigation practices. The firm also occasionally offers impersonal, no-fee educational seminars and explicitly accommodates client ESG or other account restrictions while monitoring the implementation costs of those preferences.
Client services
Expertise
Fee options
Financial planning initial flat fee $8,500 to $15,500 based on complexity
$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%
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
Main office location
Falco Wealth Management
1500 E. Lancaster Ave., Suite 100
Paoli PA 19301, United States
Number of offices
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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