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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2020
- Office Locations
- 2
Office Locations
About Helping Hand Financial, LLC
Helping Hand Financial is an independent fiduciary wealth and retirement planning firm focused on individuals 50+ and high-earning professionals. Services include investment management, retirement income planning (Social Security, pension, annuities), Medicare/health and long-term care planning, and coordinated tax and estate planning, plus support through business and personal transitions. Locally based and serving clients nationwide, with 25+ years’ industry experience.
Team overview
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Investment Themes
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Owner & Executives
Mitchell Fidler
Chief Compliance Officer, Chief Operating Officer, PRINCIPAL
- CRD
- #6858058
- Ownership
- Less than 5%
BENJAMIN A KLESINGER
PRINCIPAL
- CRD
- #6113659
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,873,452 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,873,452 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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