Brandon Springer
Helmsman Financial Group · Woodinville, Washington
Brandon Springer is a fee-only financial advisor at Helmsman Financial Group in Woodinville, Washington. Helmsman Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Helmsman Financial Group |
|---|---|
| Based in | Woodinville, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $187.2M across 267 accounts |
| SEC registration | Investment adviser representative in WA · CRD 6393142 |
| Exams passed | Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.helmsmanfinancial.com |
How Brandon's firm compares
- Helmsman Financial Group's average account is about $701,000, from its Form ADV (assets managed divided by 267 accounts).
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Questions about Brandon
Is Brandon Springer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Helmsman Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Helmsman Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Springer based?
Brandon Springer is based in Woodinville, Washington.
Is Brandon Springer registered with the SEC?
Yes. Brandon Springer is registered as an investment adviser representative in WA (CRD 6393142), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Helmsman Financial Group manage?
Helmsman Financial Group reports $187.2M across 267 accounts in assets under management.
How do I contact Brandon Springer?
Through Brandon's website, www.helmsmanfinancial.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.
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