Falbo Wealth Management
Falbo Wealth Management is an independent New Jersey-based RIA providing fee-based financial planning for NJ retirees and pre-retirees through LPL Financial, led by founder Joseph Falbo, CFP®, AIF®, CRC®.
- Company typePrivate
- Founded2009
- HeadquartersNew Providence, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Falbo Wealth Management does
Falbo Wealth Management LLC is an independent, privately held Registered Investment Advisor firm founded in 2009 and headquartered at 70 Floral Avenue, Murray Hill, New Providence, NJ. The firm provides fee-based financial planning services through LPL Financial, covering retirement planning, estate planning, investment management, insurance planning, education planning, and business planning for individuals and couples primarily in New Jersey. The founder and President, Joseph Falbo (CFP®, AIF®, CRC®), has more than 30 years of industry experience dating to 1995, including tenures at Merrill Lynch and Wachovia/Wells Fargo, and serves on LPL Financial's Financial Planning Board.
The firm offers both advisory services and a robust content-marketing ecosystem including an Amazon #1 Bestseller book ('Retirement Success'), a self-guided Retirement Planning Workbook, three educational webinars, 50+ blog articles, a newsletter, and free downloadable worksheets. Customer engagement is facilitated through an LPL-hosted client portal (myaccountviewonline.com) and online consultation scheduling via OnceHub, with complimentary initial consultations serving as the primary acquisition entry point. The firm is licensed to serve residents of 13 states (AZ, CA, CT, DE, FL, ME, NC, NJ, NY, PA, SC, TX, VA) although its operational footprint remains concentrated in NJ.
The business model is subscription/recurring fee-based advisory revenue through LPL Financial rather than product commissions. The firm is founder-owned, has 1-10 employees, and has raised no external funding. Recent strategic emphasis has been on content-driven top-of-funnel lead generation and national media positioning to complement the long-tenured, relationship-based advisory practice serving hundreds of clients across multiple market cycles.
Falbo Wealth Management firmographics
Firmographics- Name
- Falbo Wealth Management
- Legal name
- Falbo Wealth Management LLC
- Website
- https://falbowealth.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Falbo Wealth Management is an independent New Jersey-based RIA providing fee-based financial planning for NJ retirees and pre-retirees through LPL Financial, led by founder Joseph Falbo, CFP®, AIF®, CRC®.
- Ownership category
- akta.pro rank
Falbo Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Discretionary Portfolio Management (Retail) (FSAAAAAH), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)
Keywords
Where Falbo Wealth Management is headquartered
LocationHeadquarters
- HQ city
- New Providence
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Falbo Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Based Financial Planning: Falbo Wealth Management offers fee-based financial planning services that focus on each client's specific financial needs and goals. They do not sell specific financial products but provide comprehensive planning services through LPL Financial. Revenue is generated through advisory fees rather than product commissions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based advisory services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Falbo Wealth Management product offering
Product offeringCore offering
Falbo Wealth Management provides fee-based, fiduciary financial planning services to individuals and couples approaching or in retirement. Its core offerings include retirement planning, estate planning, investment management, income planning, tax planning, insurance planning, education planning, and behavioral coaching during market volatility. Advisory services are delivered through LPL Financial, and the firm does not sell proprietary financial products.
Product overview
Falbo Wealth Management offers a unified wealth services platform centered on fee-based financial planning for retirees and pre-retirees. The core offering is comprehensive financial planning services covering retirement, estate, investment, insurance, education, and business planning. This is complemented by educational resources including the Amazon #1 bestseller Retirement Success Book, the Retirement Planning Workbook, educational webinars, and free downloadable worksheets. Client engagement tools include a client portal and newsletter. All services are delivered through LPL Financial advisors with CFP® credentials, emphasizing a fiduciary approach focused on clarity, insights, and partnership.
Differentiator
Problem solved
Functional benefit
Products and services
- Fee-Based Financial Planning Services Comprehensive fee-based financial planning services covering retirement planning, estate planning, investment management, insurance planning, education planning, and business planning, focused on each client's specific financial needs and goals. Delivered to individuals and couples approaching or in retirement.
- Retirement Success Book #1 Amazon bestseller book providing guidance on selecting financial advisors and retirement planning, used as a thought leadership and lead-generation asset.
- Retirement Planning Workbook Self-guided retirement planning workbook helping users clarify their retirement vision, understand spending needs, and create a viable financial plan for their future.
- Educational Webinars Educational webinars including 'Plan for Lifetime Income Webinar', 'Financial Life Planning Webinar', and 'Everything You Need to Know for a Comfortable Retirement Webinar' for client and prospect education.
- Retirement Planning Worksheets Free downloadable financial planning tools including Lifestyle Retirement Plan, Three Questions Worksheet, Net Worth Worksheet, Risk Tolerance Worksheet, Surviving Spouse Checklist, Financial Blueprint, and Income Worksheet.
- Retirement Planning Newsletter Email newsletter delivering retirement planning news, tips, and updates directly to subscribers' inboxes.
- Client Portal and Consultation Scheduling Online client portal providing access to account information and the ability to schedule appointments with advisors.
Quantifiable outcome
- Authors #1 Amazon Bestseller book on retirement planning
Companies that use Falbo Wealth Management
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles2 records
Falbo Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Falbo Wealth Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights4 records
Falbo Wealth Management competitors and assessment
Company assessmentEmerging players
- Facet Wealth: Digital-first financial planning firm providing flat-fee, virtual CFP® advice to mass-affluent clients including retirees. Comparable on fee-based planning model and retiree focus, but differentiated by tech-led delivery versus Falbo's relationship-led approach.
- Ellevest: Digital wealth-management and financial planning platform serving women and couples planning for retirement. Comparable retirement-income planning focus and fee-based model, but with a specialized segment and SaaS-style delivery.
Direct peers
- Carson Group (Carson Wealth): RIA platform supporting independent advisors serving mass-affluent and retiree clients with comprehensive financial planning. Comparable as an independent wealth-management practice operating under a larger broker-dealer sponsor with a fee-based, planning-led approach.
- Edelman Financial Engines: Large independent RIA providing fee-based financial planning and retirement-income strategies to mass-affluent households across the U.S. Highly comparable on customer segment (retirees/pre-retirees), fee-only advisory model, and focus on goals-based planning rather than product sales.
- Avantax Wealth Management: Wealth-management firm supporting independent financial professionals who deliver planning-led, fee-based advice to mass-affluent clients. Operates a similar advisor-platform model with focus on holistic retirement and tax planning.
- Mariner Wealth Advisors: National independent RIA offering fee-based financial planning, retirement, estate, and tax planning to individuals and families. Comparable business model and target client (mass-affluent/HNW households needing comprehensive planning) but at substantially greater scale.
Broad incumbents
- Betterment: Large robo-advisor offering automated retirement and goal-based portfolio management to retail investors. Overlaps with Falbo's mass-affluent retirement-planning segment but without human CFP® advisory; illustrates the broader competitive set for retirement advice.
- Fidelity Personalized Planning: Fidelity's retail wealth and planning services target mass-affluent and retiree clients with goals-based advice and managed portfolios. Comparable client segment and planning orientation, but within a much larger brokerage and workplace-IRA ecosystem.
- Charles Schwab Wealth Advisory: Schwab's wealth advisory and intelligent-portfolio offerings serve mass-affluent retirees with goals-based planning and portfolio management at scale. Comparable customer and product overlap, but as a large incumbent with broader investment capabilities.
Others
- NewRetirement (Boldin): Retirement-planning software platform enabling consumers and advisors to model retirement income, Social Security, and withdrawal strategies. Comparable on retirement-planning methodology and the DIY retiree segment that Falbo also serves through its content and worksheets.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat3 records
Key highlights6 records
Customer concentration
Falbo Wealth Management social profiles
Digital presenceFalbo Wealth Management compliance and trust
Trust signalCompliance5 records
Falbo Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Falbo Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
Falbo Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Falbo Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Falbo Wealth Management
What does Falbo Wealth Management do?
Falbo Wealth Management provides fee-based, fiduciary financial planning services to individuals and couples approaching or in retirement. Its core offerings include retirement planning, estate planning, investment management, income planning, tax planning, insurance planning, education planning, and behavioral coaching during market volatility. Advisory services are delivered through LPL Financial, and the firm does not sell proprietary financial products.
Is Falbo Wealth Management a public or private company?
Falbo Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Falbo Wealth Management founded?
Falbo Wealth Management was founded in 2009. It employs 1 to 10 people.
Where is Falbo Wealth Management based?
Falbo Wealth Management is headquartered in New Providence, United States, in the North America region.
How does Falbo Wealth Management make money?
One revenue line is on record: fee-Based Financial Planning.
Who are Falbo Wealth Management's main competitors?
Emerging players on record are Facet Wealth and Ellevest. Direct peers are Carson Group (Carson Wealth), Edelman Financial Engines, Avantax Wealth Management and Mariner Wealth Advisors. Broad incumbents are Betterment, Fidelity Personalized Planning and Charles Schwab Wealth Advisory. NewRetirement (Boldin) is listed as an others.
Does Falbo Wealth Management have an API?
No public API is recorded for Falbo Wealth Management.
What industry is Falbo Wealth Management in?
Falbo Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.