Overview
Falcon Wealth Planning provides comprehensive, fee-only financial planning as a Registered Investment Advisor. They help clients reach their financial goals while controlling taxes, fees, and investment risk. Their approach centers on tax-efficient retirement income and a broad suite of planning services, including tax planning, real estate planning, Social Security planning, retirement income planning, estate planning, investment planning, and insurance planning. They do not receive commissions, instead charging fees to align their advice with the client’s interests. This combination makes them different from many competitors who earn commissions or offer narrower services. The company’s goal is to help clients improve their financial situation as efficiently as possible by identifying and acting on key planning opportunities, maximizing net retirement income, preserving wealth, and reducing unnecessary costs.
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Simplify's take
What believers are saying
- Falcon filed a November 6, 2026 13F showing $1.47 billion in reportable securities.
- Updated November 10, 2026 team pages confirm Lynch is active and integrated.
- Falcon’s 2026 marketing positions its fee-only model against commission-based competitors seeking affluent retirees.
What critics are saying
- Fidelity’s October 2026 custody minimum pressures smaller RIAs and raises platform switching costs.
- National expansion from Ontario depends on Lynch and custodial partnerships for advisor recruitment.
- A custody loss or advisor defection would stall growth and damage Falcon’s planning-first brand.
What makes Falcon Wealth Planning unique
- Fee-only planning plus tax, retirement, estate, social security, and real estate expertise.
- David Lynch joined in April 2026 from Fidelity to scale national growth.
- Falcon managed $1.9 billion and retained 99.6% of clients over one year.
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