Firm
Helm Financial Planning
West Newbury, Massachusetts
Fee-only
Helm Financial Planning at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 59 individual clients, 33 of them high net worth.
- Its average account is about $371,000 (assets it manages divided by its 237 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | West Newbury, Massachusetts |
|---|---|
| Website | helmfinancialplanning.com |
| Phone | (617) 512-1898 |
Helm Financial Planning fees
Helm Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $88 million |
| Individual clients | 26 |
| High-net-worth clients | 33 |
| Accounts managed | 237 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 281255 |