$88.0M Total AUM
$88.0M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta
- Established Date
- 09-04-2015
- Office Locations
- 1
Office Locations
-- West Newbury MA
About Helm Financial Planning LLC
Helm Financial Planning is an independent, fee-only RIA in West Newbury, MA, founded by Holly Colvin, CFA, CFP. The firm provides holistic, goals-based financial planning and investment management, coordinating with clients’ CPAs and attorneys when needed. As a fiduciary, Helm does not sell products or take commissions. Portfolios are primarily ETF-based, custodied at Schwab.
Team overview
54 AVG AGE
$88.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Asset Classes
Peak Element alpha Vertex Focus beacon Radial Momentum value Horizon
Client Personas
Summit
Custodian
Timber
Investment Themes
Element horizon Catalyst signal
Investment Vehicles
Momentum
Services
Insight fusion Ember capital Matrix Focus Beacon quantum Capital timber Frontier ridge Alpha catalyst Frontier Crest
Technology
Frontier
Owner & Executives
H
HOLLY HOWE COLVIN
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #4890705
- Ownership
- 75% or more
(681) 420-9479
matrix.crest@vitalcapital.com
in linkedin.com/in/harbor-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,976,788 | -- |
| Non-Discretionary | $21,924 | -- |
| Total | $87,998,712 | -- |
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Separately Managed Accounts
Total SMA Asset: $87,998,712
Equity - Exchange:
10.7% Public Funds:
16.6% U.S. Government/Agency:
19.2% Cash:
21.0% Municipal Bonds:
17.1% Other:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $73,961,225 | 10.7% |
| Public Funds | $114,743,583 | 16.6% |
| U.S. Government/Agency | $132,715,470 | 19.2% |
| Cash | $145,157,545 | 21.0% |
| Municipal Bonds | $118,199,715 | 17.1% |
| Other | $106,448,866 | 15.4% |
| Total | $691,226,404 | 100.0% |