Helm Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$2,000⁠-⁠$20,000/yr

“Open Retainer Initial Year of Open Retainer: $5,000 - $20,000 Renewal Years of Open Retainer: $2,000 - $20,000 Fees are calculated annually and payable either as lump sum or quarterly, in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Helm Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In no event will Advisor collect more than $500.00 more than six months in advance from any client, unless requested by the client.”
• “In Advisor’s sole discretion, fees may be paid with one-half due at the beginning of the engagement and the remainder upon completion.”
• “In no event will Advisor collect more than $500.00 more than six months in advance from any client, unless requested by the client.”

How Helm Financial Advisors, LLC’s fees compare

• Its annual fee of $2,000-$20,000 spans the Virginia median of $6,350. 73% of the 55 other Virginia planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Helm Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

42

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$73,300,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

128071

Website

helmfinancialadvisors.com (opens in new tab)

Phone

(703) 501-8531

Other planners in Purcellville that publish fees

• Present Value Financial Services LLCPurcellville$150/hr, $1,000⁠-⁠$4,500
• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000

Compare all 435 planners in Virginia