Steven Holdsworth
Steven Holdsworth is a CFP-designated registered investment advisor at Falcon Wealth Planning, INC., based in Ontario, CA, with 24 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,508 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 2.00% |
| $350K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable. FWP charges an additional 0.25% for all non-discretionary accounts. A $5,000 annual minimum fee will be applied if total investable assets are below $250,000.
Fee Estimator
Location
3400 Inland Empire Blvd., Suite 100, Ontario, CA, 91764
Get directionsHistory
Regulatory History (3)
Financial
October 2018Financial
April 2018Financial
April 2018Other Business Activities
Steven maintains an insurance license with Washington state, but is not authorized to sell insurance products or receive commissions. He spends minimal time on this activity.
Employment History
Current Registrations
Falcon Wealth Planning, INC.
Previous Registrations
First Pacific Financial, INC.
Ramsey & Associates INC
Ftb Advisors, INC.Broker
Ftb Advisors, INC.
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Legacy Wealth Management INC
Fidelity Brokerage Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.