HELMSMAN FINANCIAL GROUP, LLC
SEC RegisteredAbout the firm
Helmsman Financial Group, LLC was founded in 1998 with a goal of helping people better understand their financial situation and reach their financial goals. It is a fee-only registered investment adviser in the State of Washington. As a fully independent financial advisor, HFG is not restricted to any investment product or service and works exclusively for the benefit of its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio Investment Management including Portfolio Administrative Service (PAS), Financial Stewardship Program (FSP), Fund Investment Program (FIP), Program Comparison, and Portfolio Analysis & Development.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 46 | $25M |
| High Net Worth Individuals | 52 | $162M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| FSP - First $500,000 | 1.10% |
| FSP - $500,001 to $2,500,000 | 0.75% |
| FSP - $2,500,001 to $5,000,000 | 0.65% |
| FSP - $5,000,001 to $10,000,000 | 0.55% |
| FSP - $10,000,001 to $15,000,000 | 0.50% |
| FSP - Over $15,000,000 | 0.35% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HELMSMAN FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.