Folse Financial is a registered investment advisor that offers financial planning and investment management services. The firm provides ongoing financial planning, which involves working with a financial planner to develop and implement a financial plan. Folse Financial also offers investment management services to clients utilizing their ongoing financial planning services. Additionally, the firm provides hourly financial planning for specific questions or issues.
Assets Under Management$1.4M
Clients18
Advisors1
Avg. per Client$79K
Avg. per Advisor$1.4M
Fee Structure
Planning is included in investment management
Investment management services are included at no additional cost for clients who use Folse Financial's ongoing financial planning services. There are no standalone investment management services.
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