Financial Forum, Inc. fees and pricing
Financial planner in Spokane, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 4, 2026, Financial Forum, Inc. charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Standalone financial planning services are also available and billed at an hourly rate of $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Forum, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We bill Advisory Fees monthly and in arrears.”
- “Fees for partial months at the commencement or termination of this Agreement will be billed based on the 3 average daily balance of the account during the billing period.”
How Financial Forum, Inc.’s fees compare
- Its hourly rate of $150 is below the Washington median of $300. 3% of the 216 other Washington planners that publish an hourly rate charge less.
- None of the 13 other planners in Spokane that publish an hourly rate charge less.
About Financial Forum, Inc.
“Financial Forum serves individuals and businesses in all areas of investment management and financial planning, including asset management, cash management, investment consulting, education funding, risk management, tax management, retirement planning, estate planning services, and employee and executive benefits.”
- Firm size: 5 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 572
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $285,773,471
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307740
- Phone
- (509) 458-5373
Can advise clients in 11 states: Arizona, California, Colorado, Florida, Idaho, Louisiana, Montana, Nebraska, Oregon, Texas, Washington
Other planners in Spokane that publish fees
- Apex Advisory Group, Inc.Spokane$500/hr
- Bormann Wealth Management, LLCSpokane$400/hr
- Chair Six Financial Planning, PLLCSpokane$200-$5,000, $1,000-$10,000/yr
- Craig Family OfficeSpokane$500
- Fellowship Financial PlanningSpokane$500/hr, $1,500
- Financial Trex, LLCSpokane$325/hr, $650-$1,300
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.