Michael Helveston
Whitford Financial Planning · Lititz, Pennsylvania
Michael Helveston is a fee-only financial advisor at Whitford Financial Planning in Lititz, Pennsylvania, who holds the CFP and CRPC credentials. Whitford Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Whitford Financial Planning |
|---|---|
| Based in | Lititz, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $18.7M across 63 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in PA · CRD 3208618 |
| Exams passed | Series 63 (2001) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | whitfordfp.com/napfa |
| Profile |
How Michael's firm compares
- Whitford Financial Planning's average account is about $296,000, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Michael
Is Michael Helveston a fee-only financial advisor?
Yes. Michael Helveston is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.
How does Michael charge for financial advice?
Michael's firm, Whitford Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Helveston based?
Michael Helveston is based in Lititz, Pennsylvania.
What credentials does Michael Helveston hold?
Michael Helveston holds the CFP and CRPC credentials.
Is Michael Helveston registered with the SEC?
Yes. Michael Helveston is registered as an investment adviser representative in PA (CRD 3208618), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Whitford Financial Planning manage?
Whitford Financial Planning reports $18.7M across 63 accounts in assets under management.
How do I contact Michael Helveston?
Through Michael's website, whitfordfp.com/napfa.
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
- XY Planning Network directory listing : XYPN members are fee-only
- 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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