Helmsman Financial Group, LLC fees
Financial planner in Woodinville, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Helmsman Financial Group, LLC (Woodinville, WA) charges $200 an hour for financial planning.
- Website: helmsmanfinancial.com (opens in new tab)
- Call (425) 485-0381
- 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 March 19, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the Washington median of $300; 9% of the 149 other planners in Washington that publish an hourly rate charge less. 1 of the 3 other planners in Woodinville charges less.
“Fees for the work performed will be charged $200 per hour however, fees may be negotiated depending on the time required and the type of expertise required.”
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
- None stated in the brochure
- Team size
- 3 employees
How Helmsman Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For services performed on an hourly or fixed fee basis, clients will be billed as the work is completed with no advanced payment unless specifically requested by the client.”
- “Quarterly fees will be billed in advance based on the values at the end of the previous quarter.”
- “Such fees will be billed to you as work is completed and there will be no advance billing requirements, unless specifically requested by you.”
About Helmsman Financial Group, LLC
- Principal: Douglas Springer
- Founded: 1998 (28 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 98
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $187 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 19, 2026
- CRD number
- 113780 (opens in new tab)
- Phone
- (425) 485-0381
Other planners in Woodinville that publish fees
- Folgmann Financial Group LLCWoodinvilleHourly $100-$250/hr
- On Course Financial PlanningWoodinvilleHourly up to $200/hr
- Retirement Planning Partner LLCWoodinvilleFlat $3,600
- Sophos Wealth ManagementWoodinvilleHourly $300/hr
- The Road Ahead Wealth Management LLCWoodinvilleHourly $250/hr, Flat $750-$2,000
More planners in Washington that publish fees
- Left Coast Investment Strategies LLCSeattleMonthly $150-$800/mo
- Inland Financial PlanningSpokaneHourly $200/hr
- Short Put YieldCamasHourly $400/hr
- Pacific Crest Financial Advisors, LLCEverettHourly $300/hr
- Upfront Financial Planning, LLCSpokaneHourly $400/hr
- Greene Wealth Management, LLCSeattleHourly $250-$500/hr, Flat $1,000-$5,000
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.