HELPING HAND FINANCIAL, LLC

Overview

Helping Hand Financial, LLC is a compact independent registered investment adviser that combines financial planning and portfolio management for individuals and small businesses with insurance brokerage capabilities. The firm positions itself as a capital allocator for a small roster of clients, offering outsourced manager selection in addition to in-house advice. Fee arrangements are flexible: the firm charges a percentage of assets under management alongside hourly and fixed-fee engagements. Investment activity centers on pooled public vehicles rather than concentrated single-stock strategies, and the firm does not characterize itself as an active ESG investor. With advisory services that explicitly include selection of other advisers, Helping Hand Financial appears to act both as a primary adviser and as a co‑ordinator of outside managers when specific expertise is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices