Folmar Advisory, LLC provides financial planning and consulting services to individuals and high net worth individuals. They analyze your financial situation and provide recommendations on various financial topics, including retirement planning, investment strategies, and estate planning. You can choose which services fit your needs. Folmar Advisory does not manage client investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered on an hourly basis at $175/hour for the financial planner's services and $35/hour for clerical services.
- Fixed or annual fees may be negotiated instead of hourly fees, ranging from approximately $350 to $500 annually, depending on the level of service.
Annual Retainer:$350 - $500/year
Hourly Rate:$35 - $175/hr
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