MC
CFP
MC
CFP
Michael Caster
12 Years of Experience
Gilbert, AZ
1 Disclosure
Michael Caster is a CFP-designated registered investment advisor at Falcon Wealth Planning, LLC, based in Gilbert, AZ, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,611 clients with $2B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,611 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.0B
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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 generally negotiable. Non-discretionary accounts incur an additional 0.25% annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1166 E Warner Rd, Suite 101, Gilbert, AZ, 85296
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2022Settled
Employment History
Current Registrations
Falcon Wealth Planning, LLC
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Vanguard Advisers, INC.
October 2015 - April 2023 · 7 yrs 6 mos
Vanguard Marketing CorporationBroker
October 2011 - April 2023 · 11 yrs 6 mos
State Registrations3 states
AZCATX
Advisor
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.
Exams
No exam information available for this advisor.
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