Brad Hellman
Access Wealth Management · Louisville, Kentucky
Brad Hellman is a fee-only financial advisor at Access Wealth Management in Louisville, Kentucky, who holds the CFP credential. Access Wealth Management reports charging a percentage of assets and performance-based fees on its Form ADV.
Request an introduction to Brad →
Facts
| Firm | Access Wealth Management |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $357.7M across 819 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY · CRD 6987816 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.accesswm.com |
How Brad's firm compares
- Access Wealth Management's average account is about $437,000, from its Form ADV (assets managed divided by 819 accounts).
Request an introduction to Brad
Tell Brad a little about what you're looking for. Brad isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brad
Is Brad Hellman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brad holds no broker registration, and Access Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brad charge for financial advice?
Brad's firm, Access Wealth Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Brad Hellman based?
Brad Hellman is based in Louisville, Kentucky.
What credentials does Brad Hellman hold?
Brad Hellman holds the CFP credential.
Is Brad Hellman registered with the SEC?
Yes. Brad Hellman is registered as an investment adviser representative in KY (CRD 6987816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Access Wealth Management manage?
Access Wealth Management reports $357.7M across 819 accounts in assets under management.
How do I contact Brad Hellman?
Through Brad's website, www.accesswm.com.
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
- 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.
See something wrong? Request a correction. Read our methodology.