Financial Forum, Inc.

Retirement Planning Firm in Spokane County, WA

Firm Info
Address: 501 N Riverpoint Blvd #104, Spokane, WA 99202, USA
Phone: (509) 458-5373

Firm Size
Assets Under Management: $222.8 million
# of Advisors: 4
# of Clients: 1,387
Client to Advisor Ratio: 347:1
Average Account Size: $160,609
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

Get Connected with a Financial Advisor

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Financial Forum, Inc. Overview

Financial Forum, Inc. is an investment advisory firm that has been in business since 2020. The firm is based in the city of Spokane, Washington, and is a fee-only firm. This means that they do not receive commissions for any products they sell, and instead, the only revenue they earn comes from the fees charged to their clients for the services they provide. Financial Forum offers investment advice only, meaning that their primary focus is helping individuals and small businesses make informed investment decisions. Their team of experts specializes in financial planning and portfolio management. This means that they work closely with their clients to create customized financial plans that help them reach their short and long-term financial goals. Whether you are an individual looking to invest for retirement or a small business owner looking for investment advice, Financial Forum can help. Their team of experienced professionals is dedicated to making sure their clients receive personalized attention and superior service. With Financial Forum, you can rest assured that your financial future is in good hands.

rate retainer fee FINANCIAL FORUM, INC. is an established firm that caters to a wide range of clients. From individuals who are just starting their financial journey to high net worth individuals who require more comprehensive services, the firm ensures that each client is guided to achieve their financial goals. The firm takes pride in its team of qualified professionals who are equipped to provide tailored financial advice, portfolio management, and wealth planning services to meet the specific needs of every client. For clients seeking financial guidance, FINANCIAL FORUM, INC. provides flexible fee structures depending on the type of service provided. One of the fee structures offered is the percentage of assets under management (AUM). This pricing model charges a percentage of the client's total assets that are managed by the firm. Another option available is the hourly rate model, in which the client is charged for every hour of service rendered by the firm's professionals. Finally, for clients requiring a more consistent level of support, FINANCIAL FORUM, INC. also offers the retainer fee option. This structure allows clients to pay a fixed amount for a specific period in exchange for advisory services. These various fee structures ensure that clients can choose the most suitable pricing model based on their budget and level of service needed.

Typical Clients, Fee Structures & Investment Minimum

According to their Part 2 Brochure, Financial Forum, Inc. does not have an investment minimum. This means that clients of any asset level, whether they are individuals, high net worth individuals, businesses, or not for profit organizations, are welcome to receive investment advice and guidance from Financial Forum. However, the firm emphasizes that client involvement in the planning and ongoing processes is necessary for a successful investment strategy.

How This Office Can Help Spokane County, WA Residents

Financial Forum, Inc. is a professional financial services provider with a wealth of experience in assisting clients in Spokane County, WA. The company offers a wide range of financial services, such as financial planning, investment management, retirement planning, wealth management, and estate planning. Clients in Spokane County, WA, face several financial situations that require expert advice. With the increasing cost of living, many individuals struggle to save for retirement while also meeting their other financial obligations. Financial Forum, Inc., helps clients create personalized investment portfolios that consider their long-term goals and risk tolerance. Additionally, the company provides guidance in creating comprehensive retirement plans that consider the client's income level, lifestyle, and financial goals. Estate planning is another critical area that Financial Forum, Inc. specializes in, helping families to develop strategies to pass on their wealth while minimizing estate taxes. Overall, Financial Forum, Inc. helps clients navigate the complex financial world and achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Financial Forum, Inc., visit their Part 2 Brochure.

Services Offered by Financial Forum, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Financial Forum, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 501 N Riverpoint Blvd #104, Spokane, WA 99202, USA
Phone (509) 458-5373
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Financial Forum, Inc. is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Idaho
  • Louisiana
  • Montana
  • Nebraska
  • Oregon
  • Texas
  • Washington

Disciplinary History

Financial Forum, Inc. does not have any disclosures. Please visit it's Form ADV for more details.