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HC

Holly H. Colvin

HELM FINANCIAL PLANNING
West Newbury, MA
Some features on this profile are disabled
CRD#: 4890705
HC

Professional summary

Holly Howe Colvin, CFA, CFP® is a registered financial advisor currently at HELM FINANCIAL PLANNING LLC located in West Newbury, Massachusetts.

Holly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Holly has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holly Howe Colvin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

September 4, 2015 - Present

HELM FINANCIAL PLANNING LLC

RIA
CRD#: 281255
West Newbury, MA
Past

May 18, 2015 - August 11, 2015

CMH WEALTH MANAGEMENT, LLC

RIA
CRD#: 150138
NORTH HAMPTON, NH
Past

March 10, 2005 - August 15, 2007

COLVIN FINANCIAL PLANNING

RIA
CRD#: 133648
WEST NEWBURY, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(9/4/2015)
IAR
New Hampshire
(4/23/2025)
IAR
Rhode Island
(7/18/2019)
IAR
Texas
(10/31/2022)

Exams

Current Firm

HF
HELM FINANCIAL PLANNING LLC
HELM FINANCIAL PLANNING LLC | HELM WEALTH MANAGEMENT, LLC

CRD#: 281255 / SEC#:

Massachusetts
Registered Investment Advisory firm - (9/4/2015 Approved)
New Hampshire
Registered Investment Advisory firm - (4/23/2025 Approved)
Rhode Island
Registered Investment Advisory firm - (6/17/2019 Approved)
Texas
Registered Investment Advisory firm - (10/31/2022 Conditional Restricted)
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Contact information

Main Address
West Newbury, MA
Mailing Address
Phone number
(617) 512-1898
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts237
AUM (Assets Under Management)$ 87,998,712

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HELM FINANCIAL PLANNING LLC

CRD#: 281255West Newbury, MA

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