# Cameron Folse

> Cameron Folse is a fee-only financial advisor at Folse Financial in Missouri City, Texas, who holds the CFP credential. Cameron charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $1,800 a year) and focuses on flat-fee planning and retirement planning.

Page: https://find.wellspent.co/advisors/cameron-folse/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Folse Financial
- **Based in:** Missouri City, Texas
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $1,800 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.4M across 21 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning
- **CRD:** 7039922 (https://adviserinfo.sec.gov/individual/summary/7039922)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://folse.financial

## Frequently asked questions

### Is Cameron Folse a fee-only financial advisor?

Yes. Cameron Folse is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cameron's firm.

### How does Cameron charge for financial advice?

Cameron charges a flat fee or retainer and an ongoing planning fee.

### How much does Cameron charge?

According to Folse Financial's website, checked October 28, 2026: ongoing planning from $1,800 a year.

### Where is Cameron Folse based?

Cameron Folse is based in Missouri City, Texas.

### What does Cameron specialize in?

Cameron's specialties include flat-fee planning and retirement planning.

### What credentials does Cameron Folse hold?

Cameron Folse holds the CFP credential.

### Is Cameron Folse registered with the SEC?

Yes. Cameron Folse is registered as an investment adviser representative in TX (CRD 7039922), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Folse Financial manage?

Folse Financial reports $1.4M across 21 accounts in assets under management.

### How do I contact Cameron Folse?

Through Cameron's website, folse.financial.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/cameron-folse-52099): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://folse.financial/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.