Michael Helveston is a CFP-designated registered investment advisor at Whitford Financial Planning, based in Exton, PA, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 19 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees are negotiable. Minimum quarterly fee is $1,500. Ongoing financial planning is included without an additional fee for investment management clients.
Fee Estimator
Contact
Michael Helveston
Location
211 Welsh Pool Road, Suite 106, Exton, PA, 19341
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Whitford Financial Planning
Previous Registrations
Rodgers & Associates
Vanguard Advisers INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Mike founded Whitford Financial Planning after working in the financial services industry for 25 years. He learned the importance of planning ahead and giving back by observing his parents manage their household finances. Mike wanted to become an advisor so he could help people make informed financial decisions and to make the most of what they have been given.
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