Joshua Helman
SmartPlan Investing · Juno Beach, Florida
Joshua Helman is a fee-only financial advisor at SmartPlan Investing in Juno Beach, Florida. Joshua focuses on retirement planning and small business owners.
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Specialties
Facts
| Firm | SmartPlan Investing |
|---|---|
| Based in | Juno Beach, Florida |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in FL · CRD 4539629 |
| Exams passed | Series 63 (2002) · Series 65 (2005) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.smartplaninvesting.com |
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Questions about Joshua
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.
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
- SmartPlan Investing 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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