Christa Hudak
CoCreate Financial · Bozeman, Montana
Christa Hudak is a fee-only financial advisor at CoCreate Financial in Bozeman, Montana, who holds the CFP and ChFC credentials. Christa focuses on retirement planning, tax planning and estate & legacy planning. CoCreate Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Christa →
Specialties
Who they serve
- Founders
- Pre-retirees
- Divorced individuals
Facts
| Firm | CoCreate Financial |
|---|---|
| Based in | Bozeman, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $37.7M across 316 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MT, TX · CRD 6610450 |
| Exams passed | Series 63 (2017) · Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | cocreatefinancial.com |
Request an introduction to Christa
Tell Christa a little about what you're looking for. Christa isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Christa
Is Christa Hudak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christa holds no broker registration, and CoCreate Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christa charge for financial advice?
Christa's firm, CoCreate Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christa Hudak based?
Christa Hudak is based in Bozeman, Montana.
What does Christa specialize in?
Christa's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Christa works with founders, pre-retirees and divorced individuals.
What credentials does Christa Hudak hold?
Christa Hudak holds the CFP and ChFC credentials.
Is Christa Hudak registered with the SEC?
Yes. Christa Hudak is registered as an investment adviser representative in MT and TX (CRD 6610450), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CoCreate Financial manage?
CoCreate Financial reports $37.7M across 316 accounts in assets under management.
How do I contact Christa Hudak?
Through Christa's website, cocreatefinancial.com.
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
- CoCreate Financial 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.
See something wrong? Request a correction. Read our methodology.