Chris Folgmann
Folgmann Financial Group · Woodinville, Washington
Chris Folgmann is a fee-only financial advisor at Folgmann Financial Group in Woodinville, Washington. Folgmann Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Folgmann Financial Group |
|---|---|
| Based in | Woodinville, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $38M across 22 accounts |
| SEC registration | Investment adviser representative in WA · CRD 2490969 |
| Exams passed | Series 63 (1994) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Chris's firm compares
- Folgmann Financial Group's average account is about $1.7 million, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Chris
Is Chris Folgmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chris holds no broker registration, and Folgmann Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chris charge for financial advice?
Chris's firm, Folgmann Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Chris Folgmann based?
Chris Folgmann is based in Woodinville, Washington.
Is Chris Folgmann registered with the SEC?
Yes. Chris Folgmann is registered as an investment adviser representative in WA (CRD 2490969), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Folgmann Financial Group manage?
Folgmann Financial Group reports $38M across 22 accounts in assets under management.
How do I contact Chris Folgmann?
Contact details aren't on file yet. Search for Folgmann Financial Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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