Alexandra Castillo is a registered investment advisor at Falcon Wealth Planning, INC., based in Ontario, CA. Alexandra 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
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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.
State Registrations2 states
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