Falco Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Falco Wealth Management provides comprehensive financial planning and wealth management to individuals, families, trusts, estates, and small businesses. The firm offers a standalone financial planning service for clients who prefer to manage their own investments as well as discretionary portfolio management with ongoing plan monitoring and review.
The firm takes a long-term, market-efficient approach that emphasizes diversification, tax-aware asset location, and factor tilts implemented largely through ETFs and institutional funds (including use of Dimensional strategies), with daily monitoring and periodic rebalancing. Falco Wealth also seeks to manage fund expense ratios and tax inefficiencies and will accommodate client-directed restrictions such as ESG preferences when appropriate.
Falco Wealth is notable for its affiliations outside the typical advisor model: the firm’s principal operates a separate tax-preparation practice and is separately licensed to sell insurance, activities disclosed in the brochure and identified as potential conflicts of interest subject to firm oversight. The firm also occasionally offers no-fee, impersonal educational seminars and workshops for clients and prospects, a service model the brochure highlights as part of its client education efforts.
Client services
Expertise
Fee options
Financial planning flat fee initially ranging $8,500 to $15,500; ongoing quarterly flat fee between $1,375 and $2,500
$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 if client does not meet the $750,000 minimum assets requirement Fee-only: Flat fee for financial planning ranging from $8,500 to $15,500 initially; ongoing quarterly flat fees between $1,375 and $2,500
Main office
1500 E. Lancaster Ave., Suite 100
Paoli PA 19301
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Falco Wealth Management · Falco Wealth Planning · Falco Wealth Planning, LLC
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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