Helen Carroll
Mussett Wealth Management · Rensselaer, New York
Helen Carroll is a fee-only financial advisor at Mussett Wealth Management in Rensselaer, New York, who holds the CFP credential. Mussett Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Mussett Wealth Management |
|---|---|
| Based in | Rensselaer, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $110.4M across 359 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 4832733 |
| Exams passed | Series 63 (2005) · Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mussettwealth.com |
How Helen's firm compares
- Mussett Wealth Management's average account is about $308,000, from its Form ADV (assets managed divided by 359 accounts).
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Questions about Helen
Is Helen Carroll a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Helen holds no broker registration, and Mussett Wealth Management 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, Mussett Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Helen Carroll based?
Helen Carroll is based in Rensselaer, New York.
What credentials does Helen Carroll hold?
Helen Carroll holds the CFP credential.
Is Helen Carroll registered with the SEC?
Yes. Helen Carroll is registered as an investment adviser representative in NY (CRD 4832733), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mussett Wealth Management manage?
Mussett Wealth Management reports $110.4M across 359 accounts in assets under management.
How do I contact Helen Carroll?
Through Helen's website, www.mussettwealth.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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