Cameron Folse
Folse Financial · Missouri City, Texas
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.
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Specialties
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 |
| Assets under management | $1.4M across 21 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7039922 |
| Exams passed | Series 63 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | folse.financial |
| Profile |
How Cameron's firm compares
- Ongoing planning starts at $1,800 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- Folse Financial's average account is about $68,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Cameron
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Missouri City
Other advisors in Texas who focus on flat-fee planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Folse Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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