Helmsman Financial Group, Llc
17330 135TH AVE NE, Woodinville, Washington 98072
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
in the Investment Assistance Program (IAP) will be assessed a fee of 0.50% annually on the assets under management calculated and paid quarterly. The minimum annual fee will be $750.00. This minimum fee amount makes portfolios of less than $150,000 incur a fee that is
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.