Ray
Bartolome

Falcon Wealth Planning, Inc

CRD#3214117
Investment Advisor
in Ontario, CA

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About this Advisor

Ray Bartolome is a financial advisor operating in Ontario, California with a total of 2 years of industry experience. Bartolome is currently employed by Falcon Wealth Planning, Inc. Their career trajectory has included roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Falcon Wealth Planning, Inc and Td Ameritrade & Co., Inc. Bartolome has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in California and Texas. Falcon Wealth Planning, Inc is an advisory business that has its headquarters in Ontario, CA. The company has offices in 11 locations and a total of 27 advisors. It administers $569 million in assets under management between its 2,984 accounts, placing it among the bigger firms in the United States by assets under management. Of its 2,984 customer accounts, 18% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees vary depending on the type of financial services offered. Fees charged by Falcon Wealth Planning, Inc can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3400 Inland Empire Blvd. Suite 100
Ontario, CA 91764

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Falcon Wealth Planning, Inc Brokerage Details

Total Assets Under Management

$568,986,830

CA Average: $7,578,581,321
Total Number of Employees

27

CA Average: 43
Total Number of Accounts

2,984

CA Average: 3,727
Average Account Size

$190,679

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ray Bartolome Work History

Ray has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Falcon Wealth Planning, Inc

2021 - Present (3 years)

Falcon Wealth Planning, Inc

2016 - 2020 (4 years)

Td Ameritrade & Co., Inc

2008 - 2015 (7 years)

Charles Schwab Bank

1999 - 2016 (17 years)

Charles Schwab & Co., Inc

*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 Ray Bartolome 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

Michael Jensen
Ontario, CA
Saman Bigharaz
Ontario, CA
Kendell Frye
Ontario, CA
Ryan Perry
Ontario, CA
Zackary Royce
Ontario, CA
Quinn Carranza
Ontario, CA
Ellen Brasee
Ontario, CA
Jamil Abdullah
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.

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