# Helen Andreoli

> Helen Andreoli is a fee-only financial advisor at Great Diamond Partners in Portland, Maine, who holds the CFP credential. Great Diamond Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/helen-andreoli/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Great Diamond Partners
- **Based in:** Portland, Maine
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $804.1M across 1,736 accounts
- **Credentials:** CFP
- **CRD:** 4211137 (https://adviserinfo.sec.gov/individual/summary/4211137)
- **SEC registration:** Investment adviser representative in ME, TX
- **Exams passed:** Series 66 (2000)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.greatdiamondpartners.com

## Frequently asked questions

### Is Helen Andreoli a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Helen holds no broker registration, and Great Diamond Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Helen charge for financial advice?

Helen's firm, Great Diamond Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Helen Andreoli based?

Helen Andreoli is based in Portland, Maine.

### What credentials does Helen Andreoli hold?

Helen Andreoli holds the CFP credential.

### Is Helen Andreoli registered with the SEC?

Yes. Helen Andreoli is registered as an investment adviser representative in ME and TX (CRD 4211137), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Great Diamond Partners manage?

Great Diamond Partners reports $804.1M across 1,736 accounts in assets under management.

### How do I contact Helen Andreoli?

Through Helen's website, www.greatdiamondpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4211137): 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

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