Kendell
Frye
Falcon Wealth Planning, Inc
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About this Advisor
Kendell Frye is a certified financial planner working out of Ontario, California with 2 years of industry experience. Frye is an employee of Falcon Wealth Planning, Inc. Over the course of their career, they have held roles at Falcon Wealth Planning, Inc, Falcon Wealth Planning, Honda Motor Company, Pacific Advisors, Spaghetti Factory, Chipotle Mexican Grille and Murrieta Mesa/Riverside City/Cal State-Fullerton. Frye can serve investors in California and Texas. Falcon Wealth Planning, Inc is an advisory business that has its headquarters in Ontario, CA. The investment advisory business has offices in 11 locations and a total of 27 advisors. It has $569 million in assets between its 2,984 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 2,984 client accounts, 18% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Falcon Wealth Planning, Inc performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically vary depending on which services are provided. Fee types billed by Falcon Wealth Planning, Inc can consist of some combination of 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
Kendell Frye Work History
Kendell has been registered as a financial advisor for 2 years.*
Falcon Wealth Planning, Inc
Falcon Wealth Planning
Pacific Advisors
Honda Motor Company
Spaghetti Factory
Chipotle Mexican Grille
Murrieta Mesa/Riverside City/Cal State-Fullerton
*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 Kendell Frye 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.
