Callie Hudson
Financial Forum · Spokane, Washington
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.
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Specialties
Facts
| Firm | Financial Forum |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $285.8M across 1,696 accounts |
| SEC registration | Investment adviser representative in WA · CRD 8067991 |
| Exams passed | Series 66 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.financialforum.io |
How Callie's firm compares
- Financial Forum's average account is about $168,000, from its Form ADV (assets managed divided by 1,696 accounts).
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Questions about Callie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Financial Forum website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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