Helping Hand Financial, LLC fees and pricing
Financial planner in Greenwood, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Helping Hand Financial, LLC charges $350 an hour and an annual fee of $1,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“We offer our comprehensive financial planning services on an hourly basis at a rate of $350 per hour.”
- Annual fee
- $1,000-$6,000/yr
“We also offer our financial planning services for an annual fee that ranges from $1,000 to $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Helping Hand Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is collected in equal monthly increments at the beginning of each month, in advance.”
- “The fee is negotiable based on your financial situation, the number of topics to be covered in the written plan, number of meetings scheduled per year, number of non-managed accounts and time to conduct research and writing of the plan.”
- “For fees paid in advance, you will receive a prorated refund of any unearned fees based upon the number of hours completed on the plan.”
How Helping Hand Financial, LLC’s fees compare
- Its hourly rate of $350 is above the Indiana median of $250. 80% of the 119 other Indiana planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Greenwood that publish an hourly rate charge less.
- Its annual fee of $1,000-$6,000 spans the Indiana median of $5,000. 25% of the 36 other Indiana planners that publish an annual fee charge less.
About Helping Hand Financial, LLC
“We offer comprehensive financial planning services that involve a review of your financial situation, goals and risk tolerance.”
- Firm size: 2 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Tax planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 5
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,873,452
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307692
- Phone
- (800) 561-0453
Can advise clients in 1 state: Colorado
Other planners in Greenwood that publish fees
- Benham Advisory GroupGreenwood$300/hr
- Marian Investor Coaching, Inc.Greenwood$150/hr, $250-$500
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
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.