Folgmann Financial Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$250/hr

“When we do offer financial planning on a standalone basis, our Financial Planning fee rates are negotiable and generally range from $100 - $250 per hour, depending on the complexity of the Financial Plan and the experience level of the financial planner.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Folgmann Financial Group LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The refund will be processed and returned to the client within 20 business days.”
• “Asset-based fees are payable in the manner specified in our contract with the retirement plan sponsor and are paid quarterly in arrears.”
• “Fees are paid quarterly in arrears and any fees will be calculated based upon the number of days and accounts are open during a bill period.”

How Folgmann Financial Group LLC’s fees compare

• Its hourly rate of $100-$250 is below the Washington median of $300. 10% of the 216 other Washington planners that publish an hourly rate charge less.
• None of the 3 other planners in Woodinville that publish an hourly rate charge less.

About Folgmann Financial Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

22

Employees

1

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$38,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309348

Phone

(800) 877-2474

Other planners in Woodinville that publish fees

• On Course Financial PlanningWoodinville$200/hr
• Sophos Wealth ManagementWoodinville$300/hr
• The Road Ahead Wealth Management LLCWoodinville$250/hr, $750⁠-⁠$2,000
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr

Compare all 7 planners in Woodinville