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FALCON WEALTH PLANNING, INC.

Financial Advisor serving Ontario, California · 1 of 2 financial advisors in the area

📍 3400 INLAND EMPIRE BLVD., ONTARIO, CA 91764
📞 (855) 963-••••
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📍 3400 INLAND EMPIRE BLVD., ONTARIO, CA 91764

About FALCON WEALTH PLANNING, INC.

FALCON WEALTH PLANNING, INC. is a financial advisor located in Ontario, California. As a local financial advisor, they serve Ontario and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Ontario should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Ontario

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Ontario may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Ontario

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Ontario?
Financial Advisors in Ontario typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Ontario?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Ontario to choose from.
Does FALCON WEALTH PLANNING, INC. offer free quotes?
Contact FALCON WEALTH PLANNING, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Ontario

Merrill Lynch Wealth Management

901, Via Piemonte, Ontario, CA, 91764