Folse Financial fees and pricing

Financial planner in Missouri City, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 7, 2026, Folse Financial charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are negotiable and some fees may vary by Client for similar services.”
“Fees are paid monthly in advance, ranging from $150 to $2,100.”
“Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
3 of the 4 other planners in Missouri City that publish an hourly rate charge less.

Principal: Cameron Folse
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 17
Employees: 1
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $1,426,662
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 336470
Website: instagram.com/folsefinancial (opens in new tab)
Phone: (832) 621-6800

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.