# Heather Comella

> Heather Comella is a fee-only financial advisor at Folsom Wealth Advisors in Folsom, California, who holds the CFP credential. Heather focuses on equity compensation, tax planning and retirement planning. Folsom Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Folsom Wealth Advisors
- **Based in:** Folsom, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.9M across 45 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Retirement planning, Estate & legacy planning
- **Works with:** Tech employees, Retirees
- **CRD:** 6766632 (https://adviserinfo.sec.gov/individual/summary/6766632)
- **SEC registration:** Investment adviser representative in CA, TX, WA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://folsomwealthadvisors.com

## Frequently asked questions

### Is Heather Comella a fee-only financial advisor?

Yes. Heather Comella is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Heather's firm.

### How does Heather charge for financial advice?

Heather's firm, Folsom Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Heather Comella based?

Heather Comella is based in Folsom, California.

### What does Heather specialize in?

Heather's specialties include equity compensation, tax planning, retirement planning and estate & legacy planning. Heather works with tech employees and retirees.

### What credentials does Heather Comella hold?

Heather Comella holds the CFP credential.

### Is Heather Comella registered with the SEC?

Yes. Heather Comella is registered as an investment adviser representative in CA, TX and WA (CRD 6766632), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Folsom Wealth Advisors manage?

Folsom Wealth Advisors reports $3.9M across 45 accounts in assets under management.

### How do I contact Heather Comella?

Through Heather's website, folsomwealthadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/51020): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: 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://www.folsomwealthadvisors.com/): 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.