FALCON WEALTH PLANNING, INC.

CRD 174092File 801-112659

APPROVED

Retail clients

Filing as of Jun 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.92B

Top 25% of cohort (national)

Discretionary AUM

$1.87B

Non-discretionary $54.2M

Clients

1,596

5,544 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Mar 19, 2018
Principal office: 3400 INLAND EMPIRE BLVD., SUITE 100, ONTARIO, CA, 91764
Phone: 855-963-2526
Website: https://www.linkedin.com/company/falcon-wealth-planning-inc-/mycompany/?viewAsMember=true

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.92B
Discretionary AUM: $1.87B
Non-discretionary AUM: $54.2M
Discretionary accounts: 5,444
Non-discretionary accounts: 100
Total accounts: 5,544
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	23	$65.7M
High net worth individuals	455	$1.40B
Pension and profit sharing plans	10	$3.4M
Individuals (other than high net worth individuals)	1,108	$450.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — SELECTION OF OTHER ADVISERS FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.