# Holly Colvin

> Holly Colvin is a fee-only financial advisor at Helm Financial Planning in West Newbury, Massachusetts, who holds the CFP and CFA credentials. Holly focuses on small business owners. Helm Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/holly-colvin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Helm Financial Planning
- **Based in:** West Newbury, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $88.0M across 237 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Small business owners
- **CRD:** 4890705 (https://adviserinfo.sec.gov/individual/summary/4890705)
- **SEC registration:** Investment adviser representative in MA, NH, RI, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.helmfinancialplanning.com

## Frequently asked questions

### Is Holly Colvin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Holly holds no broker registration, and Helm Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Holly charge for financial advice?

Holly's firm, Helm Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Holly Colvin based?

Holly Colvin is based in West Newbury, Massachusetts.

### What does Holly specialize in?

Holly's specialties include small business owners.

### What credentials does Holly Colvin hold?

Holly Colvin holds the CFP and CFA credentials.

### Is Holly Colvin registered with the SEC?

Yes. Holly Colvin is registered as an investment adviser representative in MA, NH, RI and TX (CRD 4890705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Helm Financial Planning manage?

Helm Financial Planning reports $88.0M across 237 accounts in assets under management.

### How do I contact Holly Colvin?

Through Holly's website, www.helmfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4890705): 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
- The firm's website (https://www.helmfinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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