# Jeffrey Comstock

> Jeffrey Comstock is a fee-only financial advisor at Financial Forum in Spokane, Washington. Jeffrey 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/jeffrey-comstock/
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:** 4538817 (https://adviserinfo.sec.gov/individual/summary/4538817)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 66 (2012)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.financialforum.io

## Frequently asked questions

### Is Jeffrey Comstock a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?

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

### Where is Jeffrey Comstock based?

Jeffrey Comstock is based in Spokane, Washington.

### What does Jeffrey specialize in?

Jeffrey's specialties include small business owners.

### Is Jeffrey Comstock registered with the SEC?

Yes. Jeffrey Comstock is registered as an investment adviser representative in TX and WA (CRD 4538817), 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 Jeffrey Comstock?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4538817): 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.