HELM FINANCIAL PLANNING LLC

HELM FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 281255). Regulatory assets under management: $88.0M.

Registration

• CRD: 281255
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281255 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search