Folgmann Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,000,000
Clients
22
Advisors
1
of 1 employees
About
Folgmann Financial Group LLC is an independent, solo-registered investment adviser that serves retail individual clients as well as business retirement plan sponsors. The firm offers non-discretionary portfolio management, comprehensive financial planning, and pension/profit-sharing plan advisory services, including plan-level consulting and 3(21) ERISA fiduciary support.
The firm conducts investment analysis using fundamental, quantitative, qualitative, and technical methods and typically constructs portfolios with multi‑capitalization equities, exchange-traded funds, and mutual funds guided by an agreed asset-allocation plan. For retirement plans it develops customized investment policy statements, performs vendor searches and cost assessments, and provides ongoing investment and compliance consulting on a non-discretionary basis.
Compared with many solo independent advisers, Folgmann routinely works with institutional retirement clients and provides pension consulting, vendor selection using a proprietary scoring methodology, and participant education workshops that use third‑party educational materials and do not discuss products. The firm’s practice is notable for its exclusively non‑discretionary model and for combining individual wealth-management and formal plan‑sponsor services within a small, long‑tenured advisory practice.
Client services
Expertise
Occupation focus
Fee options
$0+: 0.25% to 1.0% annually (Investment Portfolio Management Fees, varies by scope and complexity) $0+: 0.25% to 0.75% annually (Pension Consulting Fees, asset-based fees)
Financial planning fees range from $100 to $250 per hour
Minimum fee: Minimum fee specified in Investment Advisory Agreement, amount not explicitly stated Fee-only: Financial planning fees $100 to $250 per hour (standalone financial planning)
Main office
Woodinville WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Folgmann Financial Group · Folgmann Financial Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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