Discover how an advisor can actually save you money through expert guidance, time savings, and improved returns.
I'm actively working and looking to grow my investments for the future.
I'm retired or nearing retirement and focused on preserving and distributing wealth.
Help us understand your current financial situation to calculate personalized value.
Enter your pre-tax annual income or retirement spending
Include 401(k), IRA, brokerage accounts, etc. (excluding home equity)
What steps are you or your advisor already taking? Check all that apply.
Tailored diversification aligned with goals and risk.
Use of low-cost funds/structures.
Regular, disciplined allocation maintenance.
Accountability to stay invested and avoid mistakes.
Tax-efficient placement across accounts.
Withdrawal order optimized for taxes/cash flow.
Focus on total return instead of yield chasing.
Choose engagement type and quantify Falcon’s advantage.
Enter Falcons Expense Ratio (%) to see your advantage. This value is added to Incremental Cost for transparency.
Here’s how the advisor fee pays for itself and adds value to your financial future.
Our Fee – Your Current Costs
Advisor Alpha Benefits
Value of hours saved
Value Created minus the Incremental Cost.
For every $1 paid in advisor fees, you’re receiving $0.00 in total value. *Value per $1 is gross value ÷ our fee.
You saved 0 hours this year
Tailored diversification. (0.50%)
Low-cost implementation. (0.40%)
Maintain allocation. (0.35%)
Stay disciplined. (1.50%)
Tax-efficient placement. (0–0.75%)
Optimized withdrawals. (0–1.10%)
Focus on total returns. (0.96%)
Advisors can add ~3% in net returns annually via coaching, allocation, and tax planning.
Investors spend ~40–60 hrs/yr managing portfolios; pro management frees time.
Advisors don’t hold your money. Your assets remain at custodians like Schwab, Fidelity, or Vanguard.
Award Winning Registered Investment Advisor*
