Helen Graf
Graf Financial · Baton Rouge, Louisiana
Helen Graf is a fee-only financial advisor at Graf Financial in Baton Rouge, Louisiana, who holds the CFP credential. Helen focuses on sustainable & impact investing, estate & legacy planning and divorce financial planning. Graf Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Graf Financial |
|---|---|
| Based in | Baton Rouge, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $80.3M across 190 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, MS, TX · CRD 1374761 |
| Exams passed | Series 63 (1987) · Series 65 (1991) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | graffinancial.com |
| Profile |
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Questions about Helen
Is Helen Graf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Helen holds no broker registration, and Graf Financial 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, Graf Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Helen Graf based?
Helen Graf is based in Baton Rouge, Louisiana.
What does Helen specialize in?
Helen's specialties include sustainable & impact investing, estate & legacy planning and divorce financial planning. Helen works with divorced individuals.
What credentials does Helen Graf hold?
Helen Graf holds the CFP credential.
Is Helen Graf registered with the SEC?
Yes. Helen Graf is registered as an investment adviser representative in LA, MS and TX (CRD 1374761), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Graf Financial manage?
Graf Financial reports $80.3M across 190 accounts in assets under management.
How do I contact Helen Graf?
Through Helen's website, graffinancial.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
- Graf Financial 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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