Kimberly Helm
Quantum Financial Advisors, LLC · Pasadena, California
Kimberly Helm is a fee-only financial advisor at Quantum Financial Advisors, LLC in Pasadena, California, who holds the CFP, CDFA and CFA credentials. Kimberly focuses on tax planning and estate & legacy planning. Quantum Financial Advisors, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Mid-life transitions
- Ultra high net worth
- Divorced individuals
Facts
| Firm | Quantum Financial Advisors, LLC |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.48B across 1,707 accounts |
| Credentials | CFP · CDFA · CFA · MBA · CPA |
| SEC registration | Investment adviser representative in CA, MA · CRD 6941559 |
| Exams passed | Series 65 (2018) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | quantumadvisors.com |
How Kimberly's firm compares
- Quantum Financial Advisors, LLC's average account is about $869,000, from its Form ADV (assets managed divided by 1,707 accounts).
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Questions about Kimberly
Is Kimberly Helm a fee-only financial advisor?
Yes. Kimberly Helm is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kimberly's firm.
How does Kimberly charge for financial advice?
Kimberly's firm, Quantum Financial Advisors, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kimberly Helm based?
Kimberly Helm is based in Pasadena, California.
What does Kimberly specialize in?
Kimberly's specialties include tax planning and estate & legacy planning. Kimberly works with founders, executives, mid-life transitions, ultra high net worth and divorced individuals.
What credentials does Kimberly Helm hold?
Kimberly Helm holds the CFP, CDFA, CFA, MBA and CPA credentials.
Is Kimberly Helm registered with the SEC?
Yes. Kimberly Helm is registered as an investment adviser representative in CA and MA (CRD 6941559), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Quantum Financial Advisors, LLC manage?
Quantum Financial Advisors, LLC reports $1.48B across 1,707 accounts in assets under management.
How do I contact Kimberly Helm?
Through Kimberly's website, quantumadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Quantum Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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