Holly Colvin
Helm Financial Planning · West Newbury, Massachusetts
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.
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Specialties
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 |
| Assets under management | $88.0M across 237 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MA, NH, RI, TX · CRD 4890705 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.helmfinancialplanning.com |
| Profile |
How Holly's firm compares
- Helm Financial Planning's average account is about $371,000, from its Form ADV (assets managed divided by 237 accounts).
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Questions about Holly
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.
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
- Helm Financial Planning 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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