# Charles Helme

> Charles Helme is a fee-only financial advisor at BH Asset Management in New York, New York. Charles charges a flat fee or retainer and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/charles-helme/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** BH Asset Management
- **Based in:** New York, New York
- **Fee model:** Flat fee or retainer
- **Assets under management (firm):** $136.0M across 96 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 712007 (https://adviserinfo.sec.gov/individual/summary/712007)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 63 (1997), Series 65 (1998)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.bhasset.com

## Frequently asked questions

### Is Charles Helme a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and BH Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles charges a flat fee or retainer.

### Where is Charles Helme based?

Charles Helme is based in New York, New York.

### What does Charles specialize in?

Charles's specialties include retirement planning and estate & legacy planning.

### Is Charles Helme registered with the SEC?

Yes. Charles Helme is registered as an investment adviser representative in CA and NY (CRD 712007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BH Asset Management manage?

BH Asset Management reports $136.0M across 96 accounts in assets under management.

### How do I contact Charles Helme?

Through Charles's website, www.bhasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/712007): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.bhasset.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.