Mark Helm
Helm Financial Advisors, LLC · Purcellville, Virginia
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.
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Facts
| Firm | Helm Financial Advisors, LLC |
|---|---|
| Based in | Purcellville, Virginia |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $73.3M across 194 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in VA · CRD 4697129 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | helmfinancialadvisors.com |
How Mark's firm compares
- Helm Financial Advisors, LLC's average account is about $378,000, from its Form ADV (assets managed divided by 194 accounts).
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Questions about Mark
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.
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
- Helm 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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