Jeffrey Comstock
Financial Forum · Spokane, Washington
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.
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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 TX, WA · CRD 4538817 |
| Exams passed | Series 66 (2012) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.financialforum.io |
How Jeffrey'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 Jeffrey
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.
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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