Firm
Folse Financial
Missouri City, Texas
Fee-only
Folse Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 17 individual clients, 1 of them high net worth.
- Its average account is about $68,000 (assets it manages divided by its 21 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Texas median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Missouri City, Texas |
|---|---|
| Website | folse.financial |
Folse Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$150 /mo" source
"Simple pricing for every stage of your financial life." source
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 16 |
| High-net-worth clients | 1 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 7, 2026 |
| SEC record | CRD 336470 |
Advisors at this firm (1)
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