Kevin Duane Mayo
Investment adviser representative at Falcon Wealth Planning, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Falcon Wealth Planning, LLCJan 2020 to now
- Bank of the WestJan 2015 to now
- Bancwest Investment ServicesJan 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Falcon Wealth Planning, LLC
$2BAssets managed
1,611Clients
23Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2975814
- Firm CRD
- 174092