Shelby Miller
Helmsman Financial Group · Woodinville, Washington
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.
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Facts
| Firm | Helmsman Financial Group |
|---|---|
| Based in | Woodinville, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $187.2M across 267 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4713127 |
| Exams passed | Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.helmsmanfinancial.com |
How Shelby's firm compares
- Helmsman Financial Group's average account is about $701,000, from its Form ADV (assets managed divided by 267 accounts).
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Questions about Shelby
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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