# Shelby Miller

> Shelby Miller is a fee-only financial advisor at Helmsman Financial Group in Woodinville, Washington. Helmsman Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shelby-miller/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Helmsman Financial Group
- **Based in:** Woodinville, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $187.2M across 267 accounts
- **CRD:** 4713127 (https://adviserinfo.sec.gov/individual/summary/4713127)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2003)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.helmsmanfinancial.com

## Frequently asked questions

### Is Shelby Miller a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shelby holds no broker registration, and Helmsman Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Shelby charge for financial advice?

Shelby's firm, Helmsman Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Shelby Miller based?

Shelby Miller is based in Woodinville, Washington.

### Is Shelby Miller registered with the SEC?

Yes. Shelby Miller is registered as an investment adviser representative in WA (CRD 4713127), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Helmsman Financial Group manage?

Helmsman Financial Group reports $187.2M across 267 accounts in assets under management.

### How do I contact Shelby Miller?

Through Shelby's website, www.helmsmanfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4713127): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

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