Christopher Carreon is a registered investment advisor at Falcon Wealth Planning, INC., based in Ontario, CA, with 9 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,508 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 2.00% |
| $350K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable. FWP charges an additional 0.25% for all non-discretionary accounts. A $5,000 annual minimum fee will be applied if total investable assets are below $250,000.
Fee Estimator
Location
3400 Inland Empire Blvd., Suite 100, Ontario, CA, 91764
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Falcon Wealth Planning, INC.
Previous Registrations
Integrated Wealth Concepts LLC
Lake Avenue Financial, LLC
Compass Financial Planning
Compass Financial Planning
Waddell & Reed
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.