Ellen
Brasee
Falcon Wealth Planning, Inc
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About this Advisor
Ellen Brasee is a certified financial planner operating in Ontario, California with a total of 2 years of industry experience. Brasee currently works for Falcon Wealth Planning, Inc. Over the course of their career, Brasee has held roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Td Ameritrade, Bank Of America, N.A, Pruco Securities, LLC, Prudential Advisors, Falcon Wealth Planning, Inc, Falcon Wealth, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies and Waddell & Reed Inc. Brasee maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Falcon Wealth Planning, Inc is a financial advisory business operating out of Ontario, CA. The investment advisory business has offices in 11 locations and a total of 27 employees. It manages $569 million in assets across its 2,984 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 2,984 accounts, 18% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on the type of services. Fee types charged by Falcon Wealth Planning, Inc may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Falcon Wealth Planning, Inc Brokerage Details
$568,986,830
27
2,984
$190,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ellen Brasee Work History
Ellen has been registered as a financial advisor for 2 years.*
Falcon Wealth Planning, Inc
Falcon Wealth
Pruco Securities, LLC
Prudential Advisors
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed Inc
Merrill Lynch, Pierce, Fenner And Smith Inc
Bank Of America, N.A
Td Ameritrade
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ellen Brasee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Falcon Wealth Planning, Inc
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
