Folsom Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$946,801
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$105,200
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fee options
Ongoing Financial Planning: $250-$500/month; Project-Based Financial Planning fixed fees range from $2,450 - $5,250; Educational seminars $500 - $5,000 per seminar; Initial financial planning fee $500
$0 - $2,500,000: 0.75% $2,500,001 - $10,000,000: 0.60% $10,000,001+: Negotiable
Project-Based Financial Planning: $350/hour; Financial Planning for WA clients: $350/hour
Account minimum: $500 minimum, may be reduced or waived on a case-by-case basis Fee-only: Fee-only firm; compensation only from clients for services
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Folsom Wealth Advisors
Cameron Park CA, United States
Number of offices
2
Forms ADV
Quick links
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