Faulkner Financial Planning provides comprehensive financial planning and investment management services to individuals, high-net-worth individuals, and corporations. Founded in 2013 and based in Cameron Park, California, the firm helps clients navigate various aspects of their financial lives, including retirement planning, budgeting, debt management, tax and estate planning, and corporate benefits. For investment management, Faulkner Financial Planning partners with third-party managers like SEI Investments to build and manage client portfolios. The firm also offers specialized guidance through certified divorce financial analysis and insurance services. Clients retain absolute discretion over the implementation of any recommendations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The total fee assessed by Faulkner Financial Planning and the third-party advisor is a maximum of 1.50% annually, charged quarterly in arrears. Fees are negotiable.