This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FALCON WEALTH PLANNING, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

May 23, 2016

First registration

May 21, 2018

Dual registered

no

IAPD individual key

6604612

• Occurred

  Dec 31, 2025
  Advisor changed firm

  Bryan Anthony Cassick left Warren Street Wealth Advisors, Llc for Falcon Wealth Planning, Inc. (registered 2026-05-12)

  Form ADVobserved 4 days ago
• Occurred

  Jun 14, 2023
  Advisor changed firm

  Bryan Anthony Cassick left United Capital Financial Advisors for Warren Street Wealth Advisors, Llc (registered 2023-06-15)

  Form ADVobserved 4 days ago
• Occurred

  Jan 5, 2023
  Advisor changed firm

  Bryan Anthony Cassick left Goldman Sachs Wealth Services, L.P. for United Capital Financial Advisors (registered 2023-01-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a1652d19-e1e5-fbc6-1717-b08394d2ec7f

First observed

May 21, 2018

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.