Helping Hand Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,873,452
Clients
5
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$374,690
About
Helping Hand Financial LLC provides comprehensive financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients) and business entities. The firm manages a very small client roster and administers individualized written financial plans and ongoing account management for those clients.
The firm’s investment process centers on asset allocation and fundamental analysis and begins with documenting client goals, risk tolerance and constraints; portfolios are implemented using proprietary model portfolios or by matching clients to third‑party sub‑advisers and may include covered‑call option strategies. Helping Hand operates with discretionary authority for trading, conducts at least quarterly portfolio reviews, and tailors rebalancing and strategy selection to each client’s objectives and time horizon.
What is distinctive about Helping Hand is its active role in insurance distribution: principals are licensed insurance agents and the firm is affiliated with insurance agencies through which it offers property/casualty and life insurance and receives commissions separate from advisory fees, a conflict the brochure discloses and describes mitigations for. The firm also routinely uses third‑party sub‑advisers and directs custody and execution through a single qualified custodian, with related disclosures about the economic relationships and potential conflicts.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Long-term care insurance
Cash flow / budgeting
Disability insurance
Income planning
Fee options
Negotiable, ranges from 0.90% to 2.50% annually
$350 per hour for financial planning services
Annual financial planning fees ranging from $1,000 to $6,000, collected monthly in equal increments
Account minimum: $50,000 Fee-only: Financial planning hourly rate $350/hour; Annual financial planning fee ranges from $1,000 to $6,000
Main office location
Helping Hand Financial, LLC
3209 Smith Valley Road, Suite 123
Greenwood IN 46142, United States
Number of offices
2
Most active in
Helping Hand Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
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Instagram
Website
800-561-0453
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