Falcon Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$85,567,279
Total clients
394
6% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
131
Average account size
$217,176
Client services
Fee options
Flat fee of $495 for Financial Snapshot financial planning service
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001+: 1.00% annually
Associated persons licensed as insurance agents may receive commissions for insurance product sales separate from advisory fees; also registered representative may receive commissions if clients purchase securities through affiliated broker-dealer
$150 to $250 per hour for financial planning and consulting services
Fee-only: Financial planning fees on flat fee or hourly basis, e.g., $495 flat fee for Financial Snapshot plan; $150 to $250 per hour for hourly financial planning
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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Main office location
Falcon Financial
200 Statesville Blvd, #1001
Salisbury NC 28144, United States
Number of offices
2
Forms ADV
Quick links
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