# Falcon Wealth Planning

Falcon Wealth Planning is a Bank / Wealth / Trust based in Ontario, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ontario, United States
- **Region:** North America
- **Address:** Ontario, CA, United States
- **Founded:** 2015
- **Assets under management:** $2B+
- **Website:** falconwealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/falcon-wealth-planning-inc

## Regulatory record

- **CRD number:** 174092
- **SEC file number:** 801-112659
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174092

## About

Gabriel Shahin launched Falcon Wealth Planning in Ontario, California, in 2015 after leaving a brokerage career at firms including Merrill Lynch. The RIA was built on a flat-fee, fiduciary model, deliberately avoiding commission-based revenue. Shahin, a CPA and CFP, structured the practice to serve public-sector employees, small-business owners, and first-generation wealth accumulators — a demographic the wirehouses had deprioritized. The firm qualified for the NABCAP Premier Advisor list in consecutive years, a credential Shahin used to build institutional credibility without institutional scale. Falcon runs discretionary portfolios tilted toward low-cost ETFs and individual equities, using a tactical allocation overlay that Shahin describes as rules-based. The firm does not operate private funds or SPVs, but channel checks confirm it has placed clients into alternatives-adjacent products, including interval funds and structured notes. Public records show Shahin himself holds individual positions in QQQ, AAPL, AMZN, and multiple fixed-income instruments — a portfolio style he publishes as a transparency gesture to clients. The firm has consistently expanded its tax-planning and estate-planning capabilities, adding in-house CPAs to handle complex multi-generational transfers for family-business owners across the Inland Empire, Orange County, and Los Angeles. Headcount has grown steadily from a solo practice to a team that Shahin describes as exceeding a dozen professionals. The firm added a second office in Upland, California, and expanded into educational content — Shahin hosts a YouTube channel and a podcast where he dissects his own portfolio moves. No outside capital or private-equity backing has been disclosed. In September 2024, Falcon announced the launch of a dedicated tax-resolution service line, extending its practice beyond planning into active IRS representation (per the firm, September 2024). Falcon's structural differentiator is its pricing architecture. The firm charges a flat dollar fee rather than an AUM-based percentage, a model Shahin has publicly stated is designed to align advisor incentives with middle-class and mass-affluent clients. No other Inland Empire RIA with comparable headcount and geographic reach operates a purely flat-fee fiduciary model. The practice raises an open question about succession: Shahin, as sole founder and public face, has not disclosed a next-generation leadership plan, making the firm's brand inextricable from its founder.

## Questions

### Does Falcon Wealth Planning operate private funds or direct investment vehicles?

No. Falcon is a registered investment adviser that manages discretionary portfolios of ETFs and individual securities. It does not sponsor private funds, SPVs, or direct co-investment vehicles. Clients seeking alternative exposure have been placed into interval funds and structured notes, per public disclosures.

### What is Falcon's geographic footprint?

The firm is headquartered in Ontario, California, with a second office in Upland. It primarily serves clients across the Inland Empire, Orange County, and Los Angeles. No offices outside Southern California have been disclosed.

### Is Falcon affiliated with any broker-dealer or private-equity backer?

No. Falcon operates as an independent RIA with no disclosed outside capital, private-equity sponsorship, or broker-dealer affiliation. Shahin left his prior brokerage career at Merrill Lynch and other firms to launch Falcon specifically as a fee-only fiduciary practice.

## Related profiles

- [Falcon Financial of Oklahoma](https://altss.com/profile/falcon-financial-of-oklahoma)
- [Faldini & Cia](https://altss.com/profile/faldini-cia)

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Last updated: 2026-07-08T21:58:53.177Z

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