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, High Net Worth, 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 are negotiable at the discretion of Helm Financial Planning based on factors such as aggregate family holdings, relationship size, and complexity.
Fee Estimator
Location
West Newbury, MA
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
Helm Financial Planning LLC
Previous Registrations
Cmh Wealth Management, LLC
Colvin Financial Planning
State Registrations4 states
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.