# Mark Helm

> Mark Helm is a fee-only financial advisor at Helm Financial Advisors, LLC in Purcellville, Virginia, who holds the CFP and EA credentials. Mark charges an ongoing planning fee.

Page: https://find.wellspent.co/advisors/mark-helm/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Helm Financial Advisors, LLC
- **Based in:** Purcellville, Virginia
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $73.3M across 194 accounts
- **Credentials:** CFP, EA
- **CRD:** 4697129 (https://adviserinfo.sec.gov/individual/summary/4697129)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://helmfinancialadvisors.com

## Frequently asked questions

### Is Mark Helm a fee-only financial advisor?

Yes. Mark 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 Mark's firm.

### How does Mark charge for financial advice?

Mark charges an ongoing planning fee.

### Where is Mark Helm based?

Mark Helm is based in Purcellville, Virginia.

### What credentials does Mark Helm hold?

Mark Helm holds the CFP and EA credentials.

### Is Mark Helm registered with the SEC?

Yes. Mark Helm is registered as an investment adviser representative in VA (CRD 4697129), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Helm Financial Advisors, LLC manage?

Helm Financial Advisors, LLC reports $73.3M across 194 accounts in assets under management.

### How do I contact Mark Helm?

Through Mark's website, helmfinancialadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3587): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.helmfinancialadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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