Heather N. Comella

FOLSOM WEALTH ADVISORS

Folsom, CA

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CRD#: 6766632

Professional summary

Heather Nicole Comella, CFP®, who also goes by Heather N Comella, Heather Comella, Heather N Linder, Heather Linder, is a registered financial advisor currently at FOLSOM WEALTH ADVISORS located in Folsom, California and NECTARINE located in Folsom, California.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Heather has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Heather N Comella | Heather Comella | Heather N Linder | Heather Linder

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CEO and CCO of California Registered Investment Adviser providing investment services and comprehensive financial planning. Heather Comella is registered as an investment adviser representative of Nerdwallet. Her duties include comprehensive financial planning services and consulting to advise on firm planning procedures including productivity and efficiency, talent strategy and organizational design. This activity accounts for up to five hours per week during normal trading hours. Advisory services provided to Clients of Nerdwallet are separate from any services provided to Clients of FWA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Nicole Comella's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 29, 2024 - Present

FOLSOM WEALTH ADVISORS

RIA

CRD#: 329515

Folsom, CA

Current

January 13, 2025 - Present

NECTARINE

RIA

CRD#: 327155

Folsom, CA

Past

February 29, 2024 - December 20, 2024

NERDWALLET ADVISORY

RIA

CRD#: 325767

Folsom, CA

Past

February 1, 2020 - November 7, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

West Sacramento, CA

Past

March 26, 2017 - March 30, 2018

SYMPHONY FINANCIAL PLANNING LLC

RIA

CRD#: 137885

DAVIS, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/29/2024)

IAR

Texas
(6/3/2024)

IAR

Texas
(1/13/2025)

IAR

Washington
(4/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/14/2017

Uniform Investment Adviser Law Examination

Current Firm

FOLSOM WEALTH ADVISORS

FOLSOM WEALTH ADVISORS | HEATHER COMELLA CONSULTING LLC | FOLSOM WEALTH ADVISORS, LLC

CRD#: 329515 / SEC#:

California

Registered Investment Advisory firm - (2/20/2024 Approved)

Texas

Registered Investment Advisory firm - (5/15/2024 Conditional Restricted)

Washington

Registered Investment Advisory firm - (4/8/2025 Approved)

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Contact information

Main Address

Folsom, CA

Mailing Address

1750 Prairie City Rd Suite 130 #970, Folsom, CA 95630

Phone number

(916) 234-0224

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 946,801

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Heather N. Comella

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Nicole Comella's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOLSOM WEALTH ADVISORS

NECTARINE

NERDWALLET ADVISORY

ORIGIN INVESTMENT ADVISORY LLC

SYMPHONY FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/14/2017

Current Firm

FOLSOM WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FOLSOM WEALTH ADVISORS

TRUST BUT VERIFY

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