Charles Helme
BH Asset Management · New York, New York
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.
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Specialties
Facts
| Firm | BH Asset Management |
|---|---|
| Based in | New York, New York |
| Fee model | Flat fee or retainer |
| Assets under management | $136.0M across 96 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 712007 |
| Exams passed | Series 63 (1997) · Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bhasset.com |
| Profile |
How Charles's firm compares
- BH Asset Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 96 accounts).
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Questions about Charles
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.
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
- BH Asset Management 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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