Kathryn Young
Financial Forum · Spokane, Washington
Kathryn Young is a fee-only financial advisor at Financial Forum in Spokane, Washington, who holds the CFP credential. Kathryn 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5027604 |
| Exams passed | Series 66 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.financialforum.io |
| Profile |
How Kathryn'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 Kathryn
Is Kathryn Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathryn 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 Kathryn charge for financial advice?
Kathryn's firm, Financial Forum, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kathryn Young based?
Kathryn Young is based in Spokane, Washington.
What does Kathryn specialize in?
Kathryn's specialties include small business owners.
What credentials does Kathryn Young hold?
Kathryn Young holds the CFP credential.
Is Kathryn Young registered with the SEC?
Yes. Kathryn Young is registered as an investment adviser representative in WA (CRD 5027604), 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 Kathryn Young?
Through Kathryn'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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