# HELM FINANCIAL PLANNING LLC

HELM FINANCIAL PLANNING LLC is an SEC-registered investment adviser.

## Registration

- CRD: 281255
- Type: SEC-registered investment adviser
- Phone: (617) 512-1898
- Latest filing: 2026-02-09
- Regulatory AUM: $88.0M
- Discretionary AUM: $88.0M
- Non-discretionary AUM: $22K
- Clients: 1
- Accounts: 237

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281255/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281255/similar
- Related entities: https://search.stillhousedata.com/firm/281255/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281255

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.