Falco Wealth Management logo

Falco Wealth Management

Updated today
Find your advisor

Client assets under management

$32,089,267

Clients

74

11% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

37

Low

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

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Fixed

Financial planning initial flat fee $8,500 to $15,500 based on complexity

Percentage

$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%

Other

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

More info

Pennsylvania

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 610-640-5822

Advisors at this firm

Scroll left Scroll right
user avatar

Michael F

CFP®, CFA®, Series 63

Paoli, PA

Falco Wealth Management

Michael Falco is a CFP® and CFA® with 15 years of industry experience. He is the principal of Falco Wealth Management in Paoli, PA, and has worked at firms including Dimensional Fund Advisors and Sax Wealth Advisors. Falco Wealth Management is a small advisory firm serving individual, family, trust, estate, and small-business clients. The firm provides comprehensive financial planning and discretionary wealth management using a long-term, factor-aware investment approach primarily implemented through low-cost ETFs and institutional mutual funds.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Michael F

Series 63, Series 65

Paoli, PA

Falco Wealth Management

Michael Falco is a financial advisor at Falco Wealth Management in Paoli, PA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management and Horter Investment Management. In addition to his advisory role, he owns businesses providing insurance and tax preparation services. Falco Wealth Management is a small firm managing approximately $33.6 million for individual, family, trust, estate, and small-business clients. The firm offers comprehensive financial planning and discretionary wealth management, using a long-term, factor-aware investment approach focused on low-cost ETFs and institutional mutual funds.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")