Drew Faloon
Drew Faloon is a CFP-designated registered investment advisor at Trailblazer Wealth Management, based in Colorado Springs, CO, with 7 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Location
Colorado Springs, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Drew works as an insurance broker, appointed with outside insurance carriers to broker non-registered insurance products, dedicating a few hours per week. Drew also owns Talus Outdoor Expeditions, providing expedition/guide services on weekends, taking about 10-20% of their time.
Employment History
Current Registrations
Trailblazer Wealth Management
Previous Registrations
Intrepid Wealth Partners, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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.