A complete list of active advisors currently associated with Helm Financial Advisors, LLC

Warmer can help you find a great advisor at Helm Financial Advisors, LLC or one who fits your needs even better.

Helm Financial Advisors, LLC is a fee‑only, state‑registered single‑advisor firm that provides holistic financial planning and investment advisory services to individuals and families. Its offerings include comprehensive Open Retainer engagements (with multiple scheduled meetings in the initial year), narrower Project Retainers, tax preparation and planning, retirement and estate plan reviews, and implementation recommendations. The firm primarily delivers advice on a non‑discretionary basis and, as of February 21, 2025, reported $62.6 million under non‑discretionary authority versus $10.3 million under discretionary authority, with discretionary trading limited to its Growth and Trend – Dual Momentum Strategy. Recommendations are documented (for example, in a “Before & After” document) and trades are executed only when clients specifically authorize them (including via a limited power of attorney); fees are billed directly and not deducted from client custodial accounts. Helm differs from many peers by relying on retainer and project fees rather than a percentage‑of‑AUM billing model, and by combining CFP® and Enrolled Agent credentials to offer integrated tax preparation and IRS representation alongside financial planning. The firm serves a relatively small client base with a highly individualized service model, does not aggregate trades, does not accept commissions, and reports no custody of client assets.

To learn more about the advisors currently working at Helm Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.