Austin, TX Office

Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), charitable organizations, and business entities. Its services include ongoing portfolio management, comprehensive financial planning, selection of third‑party advisers, and a Family Office offering for clients with more than $5 million under management.

The firm typically manages accounts on a discretionary basis and documents client objectives and risk tolerance in an Investment Policy Statement. Falcon applies fundamental and technical analysis and modern portfolio theory, uses long‑term trading as well as margin and options strategies, and may rebalance held‑away retirement accounts via third‑party platforms; client accounts are reviewed at least quarterly and custodial reports are provided quarterly.

Falcon operates multiple offices and discloses an affiliation with an accounting/tax services business that supplies tax preparation and related family‑office support, arrangements the brochure notes could create conflicts of interest. Its disclosures also describe referral relationships and participation in a third‑party cash‑management program (for which the firm receives an administrative/service payment), and the firm’s marketing materials include client testimonials and references to third‑party ratings.