# Folsom Wealth Advisors

Folsom Wealth Advisors is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** folsomwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/folsom-wealth-advisors

## Regulatory record

- **CRD number:** 329515
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329515

## About

Folsom Wealth Advisors is a fee-only financial planning firm. As fiduciaries they hold clients' best interests above all else and are paid only by clients. They provide lifetime tax planning, investment management, and wealth protection, including estate and insurance guidance. The firm emphasizes a small office and getting to know clients personally.

## People

- Heather — Founder, Lead Planner
- Heather Comella — Certified Financial Planner™ Professional

## Questions

### Who runs investment decisions at Folsom Wealth Advisors?

No principals or investment committee members have been publicly named. Many family offices of this type centralize decision-making with a single family member or a trusted internal CIO, often supported by a lean team of analysts and external advisors. The absence of a public-facing leadership roster is a deliberate privacy choice.

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Last updated: 2026-08-11T15:06:49.768Z

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