Holly Colvin is a CFA, CFP-designated registered investment advisor at Helm Financial Planning LLC, based in West Newbury, MA, with 13 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 59 clients with $88M 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 $250K | 1.00% |
| $250K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.30% |
| $2.5M+ | 0.30% |
Fees negotiable for accounts over $2,500,000.
Fee Estimator
Location
West Newbury, MA
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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
Helm Financial Planning LLC
Previous Registrations
Cmh Wealth Management, LLC
Colvin Financial Planning
State Registrations4 states
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