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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- CatalystInsight +more
- Established Date
- 02-20-2024
- Office Locations
- 1
Office Locations
About Folsom Wealth Advisors
Folsom Wealth Advisors is a fee-only registered investment adviser providing financial planning and investment management for families. The firm emphasizes proactive, lifetime tax planning (Roth conversions, tax-loss/capital-gains harvesting, charitable/DAF and retirement distribution planning) and disciplined, rules-based portfolio management using low-cost, diversified ETF strategies, with guidance on outside 401(k)/529 accounts and equity compensation (RSUs/ESPP, IPO planning).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Heather Nicole Comella
Financial Planner
- CRD
- #6766632
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,903,243 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,903,243 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,903,243
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,205,174,777 | 30.7% |
| Cash | $2,720,475,962 | 69.3% |
| Total | $3,925,650,739 | 100.0% |