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Falcon Wealth Planning Revenue and Competitors

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Total Funding

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Estimated Revenue & Valuation

  • Falcon Wealth Planning's estimated annual revenue is currently $8.9M per year.(i)
  • Falcon Wealth Planning's estimated revenue per employee is $181,600

Employee Data

  • Falcon Wealth Planning has 49 Employees.(i)
  • Falcon Wealth Planning grew their employee count by 29% last year.

Falcon Wealth Planning's People

NameTitleEmail/Phone
1
Founder and PrincipalReveal Email/Phone
2
Director OperationsReveal Email/Phone
3
Regional DirectorReveal Email/Phone
4
Managing DirectorReveal Email/Phone
5
Regional DirectorReveal Email/Phone
6
Director OperationsReveal Email/Phone
7
Tax ManagerReveal Email/Phone
8
Business Development ManagerReveal Email/Phone
9
Operations ManagerReveal Email/Phone
10
Managing PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$4.1M260%N/AN/A
#2
$4.6M29-3%N/AN/A
#3
$2M15-21%N/AN/A
#4
$21.3M9434%N/AN/A
#5
$29.3M12929%N/AN/A
#6
$22.7M10056%N/AN/A
#7
$20.9M92-11%N/AN/A
#8
$4.1M26-4%N/AN/A
#9
$13.1M6419%N/AN/A
#10
$7.6M49N/AN/AN/A
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What Is Falcon Wealth Planning?

Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.

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Total Funding

49

Number of Employees

$8.9M

Revenue (est)

29%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$3.5M497%N/A
#2
$16.1M514%N/A
#3
$11.3M512%N/A
#4
$10.1M514%N/A
#5
$10.6M52-25%N/A