Chris Folgmann
Advisor at Folgmann Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Folgmann Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Folgmann Financial Group LLC
Location
Woodinville, WA
Credentials
Series 63, Series 65
Industry experience
30 years
Chris Folgmann is the sole advisor at Folgmann Financial Group LLC in Woodinville, WA, holding Series 63 and Series 65 credentials with 30 years of industry experience. His prior work includes seven years at J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., and ongoing experience since 2009 with Financial Advisers Of America, LLC. Folgmann Financial Group serves individual investors, company retirement plans, trusts, and estates by providing financial planning, non-discretionary portfolio management, and retirement-plan consulting. The firm employs model-based allocations using mutual funds, ETFs, and individual equities guided by investment policy statements and a proprietary fund-ranking methodology, and offers specialized services such as ERISA 3(21) advisory work, vendor search and cost assessment, and participant education for plan sponsors.
Based on Folgmann Financial Group LLC
Based on Folgmann Financial Group LLC
$0+: 0.25% to 1.0% annually (Investment Portfolio Management Fees, varies by scope and complexity) $0+: 0.25% to 0.75% annually (Pension Consulting Fees, asset-based fees)
Financial planning fees range from $100 to $250 per hour
Minimum fee: Minimum fee specified in Investment Advisory Agreement, amount not explicitly stated Fee-only: Financial planning fees $100 to $250 per hour (standalone financial planning)
Woodinville, WA
Washington
Charles Schwab
2020 - Present (6 years)
J.W. Cole Advisor Inc.
2013 - 2020 (7 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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