Heather Comella
Folsom Wealth Advisors · Folsom, California
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.
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Specialties
Who they serve
- Tech employees
- Retirees
Facts
| Firm | Folsom Wealth Advisors |
|---|---|
| Based in | Folsom, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.9M across 45 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 6766632 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | folsomwealthadvisors.com |
| Profile |
How Heather's firm compares
- Folsom Wealth Advisors's average account is about $87,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Heather
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Folsom Wealth Advisors 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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