Start your career at a
fee-only fiduciary.
Fee-only, fiduciary, and growing.
If you want client-first work without the sales quotas, we have a seat for you.
Here at Falcon Wealth Planning, we’re on a mission to make honest financial advice the norm, not the exception.
If you bring integrity, curiosity, and drive, we have a place for you.
Fee-only
Fiduciary Standard
Paid only by our clients never commissions, never product sales.
85+
Team Members
Across advisory, tax, trading, planning, and operations. .
Ontario, CA
HQ
Headquartered in Ontario, CA with offices nationwide.
80+ team members help make Falcon a leader in fee-only fiduciary planning.
Our people are our best assets.
We hire for character and train for the craft. Even as we’ve grown, we’ve kept the flexibility and closeness of a smaller firm — something our team says they wouldn’t trade.
What working here actually looks like.
Benefits, perks, and meaningful rewards.
Newly built-out offices
In Ontario, CA, with easy freeway access.
Competitive pay
With clear paths for growth and performance-based raises.
Comprehensive benefits
Medical, dental, vision, and life insurance.
CFP® exam support
Study time, materials, and mentorship toward certification.
Team celebrations
Holiday parties, milestone lunches, and firm-wide events.
401(k) with match
Save for your future while you help others plan theirs.
Headquartered in sunny Ontario, CA.
We believe face-to-face relationships build trust — with clients and with each other. If you want hands-on mentorship from experienced professionals and a close-knit team, you’ll feel at home here.
Our Office Locations
Below are our available on-site locations for on-site only positions. Remote and hybrid roles may have different location requirements — check each job listing for details.
Recognized far and wide.
Best Places to Work
#12 Best Small Companies to Work For in Los Angeles
Our core values.
We value what you bring, too.
Integrity
Integrity is our foundation, guiding our actions with honesty and transparency in all decisions and relationships.
Client Focus
Our client-centered focus prioritizes understanding and exceeding expectations, fostering lasting partnerships through dedicated service and personalized solutions.
Lead by Example
We exemplify our values in our work, inspiring teams to achieve excellence through consistent, principled leadership.
Respect & Collaboration
We foster an environment of mutual respect where diverse perspectives are valued.
Compliance & Accountability
Every team member takes ownership of their actions and responsibilities, ensuring trust and reliability in all we do.
Confidentiality & Privacy
Protecting our clients' and partners' privacy is fundamental to maintaining the trust they place in us.
Commitment to Excellence
We believe that excellence is not a destination but a journey of ongoing growth and refinement.
Social Responsibility
We strive to contribute meaningfully to the world around us and leave a lasting, positive legacy.
Join our team.
Falcon Wealth Planning is always looking for talented, client-focused people to join us. If you’re excited about honest financial planning work and being part of a growing fiduciary firm, we have a place for you.
Let's get connected.
Stay up to date on new roles, firm news, and what it’s actually like to work at Falcon — all on our LinkedIn.
