HELM FINANCIAL PLANNING LLC

Overview

Helm Financial Planning LLC is an independent, owner-operated registered investment adviser that focuses on fee-based planning and portfolio management for individuals and families. The firm provides financial planning services, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers when clients need specialist exposure. Billing mixes a percentage-of-AUM model with hourly and fixed-fee arrangements, which supports a mix of ongoing relationships and project work. Investment activity tilts heavily toward publicly traded equities held in separate managed accounts, but the firm also acts as a capital allocator into third‑party alternative managers. Helm Financial Planning LLC operates as a boutique RIA serving a concentrated client base and uses a single primary custodian to manage trading and custody operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices