Helen Semus
Semus Wealth Partners · Boca Raton, Florida
Helen Semus is a fee-only financial advisor at Semus Wealth Partners in Boca Raton, Florida, who holds the CFP credential. Semus Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Semus Wealth Partners |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $262.7M across 620 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, PA · CRD 5654555 |
| Exams passed | Series 66 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.semuswp.com |
| Profile |
How Helen's firm compares
- Semus Wealth Partners's average account is about $424,000, from its Form ADV (assets managed divided by 620 accounts).
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Questions about Helen
Is Helen Semus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Helen holds no broker registration, and Semus Wealth 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, Semus Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Helen Semus based?
Helen Semus is based in Boca Raton, Florida.
What credentials does Helen Semus hold?
Helen Semus holds the CFP credential.
Is Helen Semus registered with the SEC?
Yes. Helen Semus is registered as an investment adviser representative in FL and PA (CRD 5654555), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Semus Wealth Partners manage?
Semus Wealth Partners reports $262.7M across 620 accounts in assets under management.
How do I contact Helen Semus?
Through Helen's website, www.semuswp.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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