# Helm Financial Planning

Helm Financial Planning is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://helmfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/holly-colvin-4a631647

## Regulatory record

- **CRD number:** 281255
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281255

## About

HELM FINANCIAL PLANNING LLC is a state-registered investment adviser with $88 million in regulatory assets under management. The firm employs 1 employee and 1 investment adviser. They manage $88 million on a discretionary basis.

## Questions

### Is Helm Financial Planning a fiduciary?

Yes. As a registered investment adviser, Helm Financial Planning operates under the Investment Advisers Act of 1940 fiduciary standard, which requires the firm to place client interests ahead of its own. This means fee structures, investment selections, and planning recommendations must all meet a best-interest obligation — a stricter standard than the suitability rule governing broker-dealers.

### Does Helm Financial Planning manage institutional capital or pooled investment vehicles?

No. There is no public record of Helm Financial Planning sponsoring private funds, managing institutional separate accounts, or acting as a GP to a limited partnership. The firm's business model is direct client relationships as a retail RIA, not institutional capital aggregation.

## Related profiles

- [Helix](https://altss.com/profile/helix)
- [Hemispheric SPV Capital](https://altss.com/profile/hemispheric-spv-capital-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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