Mark Helm is a CFP-designated registered investment advisor at Helm Financial Advisors, LLC, based in Purcellville, VA, with 22 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 42 clients with $73M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Helm Financial Advisors offers an Open Retainer for holistic financial planning for a fixed annual fee, ranging from $5,000 to $20,000 for the initial year and $2,000 to $20,000 for renewal years. This includes scheduled meetings and additional consultations. Fees are based on total assets and the complexity of the client's financial situation.
Helm Financial Advisors offers Project Retainer services, which are narrower in scope and focus on specific areas such as goal setting, tax planning, investment review, or retirement planning. These services are typically provided on a flat-fee basis, but an hourly fee of up to $300 per hour may be negotiated for specific project requests. Tax return preparation is not automatically included but can be purchased separately.
Contact
Mark Helm
Location
Purcellville, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Helm Financial Advisors, LLC
State Registrations1 state
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Additional Information
Hello, I'm Mark Helm.