# Helping Hand Financial, LLC

> Helping Hand Financial, LLC is a state-registered investment advisory firm in Greenwood, IN, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 307692
- Filed as: HELPING HAND FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenwood, IN
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307692
- AdvisorCensus page: https://advisorcensus.com/firm/helping-hand-financial-llc-greenwood-in-307692

## Quick answers

**How is Helping Hand Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Helping Hand Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Helping Hand Financial, LLC located?**
Helping Hand Financial, LLC's principal office is in Greenwood, IN, according to its Form ADV.

**Is Helping Hand Financial, LLC registered with the SEC or a state?**
Helping Hand Financial, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307692.

**How much does Helping Hand Financial, LLC manage?**
Helping Hand Financial, LLC reports $1,873,452 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Helping Hand Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

**Does Helping Hand Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307692

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,873,452
- Discretionary: $1,873,452
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,873,452 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- helpinghandfm.com
- Facebook @HELPINGHANDFINANCIALMGMT
- Instagram @HH_FINANCIAL
- LinkedIn @HELPING-HAND-FINANCIAL
- X @HH_FINANCIAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Helping Hand Financial, LLC (CRD 307692): Form ADV filing data as of October 2026.