# Callie Hudson

> Callie Hudson is a fee-only financial advisor at Financial Forum in Spokane, Washington. Callie focuses on small business owners. Financial Forum reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/callie-hudson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Financial Forum
- **Based in:** Spokane, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $285.8M across 1,696 accounts
- **Specialties:** Small business owners
- **CRD:** 8067991 (https://adviserinfo.sec.gov/individual/summary/8067991)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2026)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.financialforum.io

## Frequently asked questions

### Is Callie Hudson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Callie holds no broker registration, and Financial Forum reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Callie charge for financial advice?

Callie's firm, Financial Forum, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Callie Hudson based?

Callie Hudson is based in Spokane, Washington.

### What does Callie specialize in?

Callie's specialties include small business owners.

### Is Callie Hudson registered with the SEC?

Yes. Callie Hudson is registered as an investment adviser representative in WA (CRD 8067991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Forum manage?

Financial Forum reports $285.8M across 1,696 accounts in assets under management.

### How do I contact Callie Hudson?

Through Callie's website, www.financialforum.io.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8067991): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.financialforum.io/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.