Firm
Folgmann Financial Group
Woodinville, Washington
Fee-only
Folgmann Financial Group at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 22 individual clients.
- Its average account is about $1.7 million (assets it manages divided by its 22 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Woodinville, Washington |
|---|---|
| Phone | (800) 877-2474 |
Folgmann Financial Group fees
Folgmann Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $38 million |
| Individual clients | 22 |
| Accounts managed | 22 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 309348 |