Ryan
Perry
Falcon Wealth Planning, Inc
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About this Advisor
Ryan Perry is a certified financial planner working out of Ontario, California with a total of 2 years of relevant experience. Perry currently works for Falcon Wealth Planning, Inc. The advisor has gained experience at Merrill Lynch Pierce Fenner & Smith Inc, Metlife, Bank Of America, N.A, Merrill Edge, Falcon Wealth Planning and Falcon Wealth Planning, Inc. Perry maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in California and Texas. Falcon Wealth Planning, Inc is a financial advisory firm that has its headquarters in Ontario, CA. It has offices in 11 locations and a total of 27 advisors. It administers $569 million in assets under management among its 2,984 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 2,984 customer accounts, 18% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Falcon Wealth Planning, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on which service is offered. However, fee types billed by Falcon Wealth Planning, Inc may include any 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
Ryan Perry Work History
Ryan has been registered as a financial advisor for 2 years.*
Falcon Wealth Planning
Falcon Wealth Planning, Inc
Merrill Lynch Pierce Fenner & Smith Inc
Bank Of America, N.A
Merrill Edge
Metlife
*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 Ryan Perry 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.
