Brian Hellmer
Mendota Financial Group · Madison, Wisconsin
Brian Hellmer is a fee-only financial advisor at Mendota Financial Group in Madison, Wisconsin, who holds the CFA credential. Brian charges a one-time planning fee and focuses on retirement planning.
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Specialties
Facts
| Firm | Mendota Financial Group |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $254.2M across 881 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WI · CRD 1843752 |
| Exams passed | Series 65 (1995) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.mendotafinancial.com |
How Brian's firm compares
- Mendota Financial Group's average account is about $289,000, from its Form ADV (assets managed divided by 881 accounts).
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Questions about Brian
Is Brian Hellmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Mendota Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a one-time planning fee.
Where is Brian Hellmer based?
Brian Hellmer is based in Madison, Wisconsin.
What does Brian specialize in?
Brian's specialties include retirement planning.
What credentials does Brian Hellmer hold?
Brian Hellmer holds the CFA credential.
Is Brian Hellmer registered with the SEC?
Yes. Brian Hellmer is registered as an investment adviser representative in WI (CRD 1843752), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mendota Financial Group manage?
Mendota Financial Group reports $254.2M across 881 accounts in assets under management.
How do I contact Brian Hellmer?
Through Brian's website, www.mendotafinancial.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
- Mendota Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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