Helm Financial Planning LLC fees
Financial planner in West Newbury, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 9, 2026, Helm Financial Planning LLC (West Newbury, MA) charges $250 an hour for financial planning.
- Website: helmfinancialplanning.com (opens in new tab)
- Call (617) 512-1898
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Massachusetts median of $300; 20% of the 131 other planners in Massachusetts that publish an hourly rate charge less.
“Hourly engagements are at a rate of $250 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Credentials held at the firm
- CFP® professional (opens in new tab) and CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2015 (11 years)
How Helm Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Thereafter, fees are billed quarterly, in advance.”
- “Fees may be negotiable at the discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 59
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $88 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 9, 2026
- CRD number
- 281255 (opens in new tab)
- Phone
- (617) 512-1898
Registered in 3 states: Massachusetts, New Hampshire, Rhode Island
More planners in Massachusetts that publish fees
- Philip J. Sagan Financial Consulting, Inc.NewtonHourly $425/hr
- Meenes Wealth PartnersShrewsburyFlat $6,000-$15,000, Annual $10,000-$35,000/yr
- O.F.O. Partners, LLCHinghamFlat up to $25,000
- 1620 Investment Advisors, Inc.PlymouthHourly $75-$175/hr
- Wellfin360LynnfieldHourly $200/hr, Flat $1,500-$3,000
- Beyond Your Hammock LLCBostonFlat $500-$8,000, Monthly $300-$2,000/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.