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
- USA TODAY named Falcon one of 2026's best financial advisory firms on April 15.
- Lynch's hire signals management is pushing national expansion beyond Ontario, California.
- Falcon shifted long-short SMAs to Schwab after Fidelity raised financing rates in 2026.
What critics are saying
- Schwab capped long-short exposure at 30% and will tighten access September 16, 2026.
- Fidelity raised long-short financing to 152 basis points, squeezing Falcon's tax alpha economics.
- If custodians keep restricting long-short SMAs, Falcon's flagship strategy loses scale and margins.
What makes Falcon Wealth Planning unique
- Falcon pairs fee-only planning with tax-aware long-short SMAs and retirement income planning.
- Gabriel Shahin built a $6 billion RIA with 99.6% one-year client retention.
- David Lynch joined April 2026 to scale national advisor recruiting and custodial partnerships.
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