# Joshua Helman

> Joshua Helman is a fee-only financial advisor at SmartPlan Investing in Juno Beach, Florida. Joshua focuses on retirement planning and small business owners.

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

## Facts

- **Firm:** SmartPlan Investing
- **Based in:** Juno Beach, Florida
- **Accepting new clients:** Yes (firm's website)
- **Specialties:** Retirement planning, Small business owners
- **CRD:** 4539629 (https://adviserinfo.sec.gov/individual/summary/4539629)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (2002), Series 65 (2005)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.smartplaninvesting.com

## Frequently asked questions

### Is Joshua Helman a fee-only financial advisor?

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

### Where is Joshua Helman based?

Joshua Helman is based in Juno Beach, Florida.

### What does Joshua specialize in?

Joshua's specialties include retirement planning and small business owners.

### Is Joshua Helman registered with the SEC?

Yes. Joshua Helman is registered as an investment adviser representative in FL (CRD 4539629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How do I contact Joshua Helman?

Through Joshua's website, www.smartplaninvesting.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4539629): 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.smartplaninvesting.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.