Folsom Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Fees are based on our hourly rate of $350.”

Flat or project fee

$2,450⁠-⁠$5,250

“Fixed fee rates range between $2,450 - $5,250.”

Annual fee

$10,000/yr

“The annual fee is a minimum of $10,000, but could be more or less depending on the specific needs of the Client, complexity, marital status, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.”

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

How Folsom Wealth Advisors bills

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

• “Our advisory fee will be prorated based on the number of days the account is managed during the billing period.”
• “Fees are paid either monthly or quarterly in advance.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Folsom Wealth Advisors’ fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Cameron Park that publish an hourly rate charge less.
• Its flat or project fee of $2,450-$5,250 spans the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Cameron Park that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.

About Folsom Wealth Advisors

• Principal: Heather Comella
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners

Firm details from Form ADV

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

1% a year

Clients

7

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$3,903,243

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329515

Website

instagram.com/heathertalksfinance (opens in new tab)

Phone

(916) 234-0224

Can advise clients in 2 states: California, Washington

Other planners in Cameron Park that publish fees

• Faulkner Financial Planning, LLCCameron Park$250
• Mark Harris ServicesCameron Park$125/hr
• MP3 Finance LLCCameron Park$100/hr, $500
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 5 planners in Cameron Park