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FALCON FINANCIAL OF OKLAHOMA, LLC: Financial Expertise at Your Service
FALCON FINANCIAL OF OKLAHOMA, LLC is a leading financial advisory firm based in Oklahoma. With years of experience in the industry, the firm has established itself as a trusted partner for individuals and businesses seeking expert financial guidance. Their team of dedicated advisors provides personalized solutions and takes a proactive approach to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Customized financial plans tailored to individual needs and goals.
- Expertise in a wide range of financial services such as retirement planning, investment management, risk management and more.
- Proactive monitoring and regular reviews of client portfolios to ensure they are on track to meet their financial objectives.
- Access to cutting-edge technology and tools for efficient and transparent management of client assets.
Facts and Insights
FALCON FINANCIAL OF OKLAHOMA, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As of their latest regulatory filing, the firm manages total assets worth $500 million. Their team of financial advisors consists of 10 dedicated professionals, including 6 certified financial planners (CFPs).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Education planning
- Tax planning
- Estate planning
- Insurance solutions
- Wealth management
Client Types
FALCON FINANCIAL OF OKLAHOMA, LLC caters to a diverse range of clients including individuals, families, small business owners, and corporate clients. They have extensive experience working with high-net-worth individuals and offer specialized services to cater to their unique financial needs.
Fees & Compensation
The firm follows a fee-only compensation structure, which means they do not receive commissions for recommending specific financial products. This allows them to provide unbiased advice that is truly in the best interest of their clients. Their fees are based on a percentage of client assets under management, ensuring that their success is directly tied to the success of their clients’ investments.
Background
FALCON FINANCIAL OF OKLAHOMA, LLC was founded by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. He is a CFP and holds various other industry certifications, making him a highly qualified and knowledgeable advisor. He is supported by a team of experienced financial professionals who share his commitment to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
FALCON FINANCIAL OF OKLAHOMA, LLC has a clean regulatory record and no disclosed legal or disciplinary events. They are committed to maintaining the highest ethical and professional standards in their practice and strive to build long-lasting relationships with their clients based on trust and integrity.