David Rice
The Helix Financial Group · Carrolltron, Texas
David Rice is a fee-only financial advisor at The Helix Financial Group in Carrolltron, Texas. The Helix Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | The Helix Financial Group |
|---|---|
| Based in | Carrolltron, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $106.8M across 450 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1855792 |
| Exams passed | Series 63 (1988) · Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How David's firm compares
- The Helix Financial Group's average account is about $237,000, from its Form ADV (assets managed divided by 450 accounts).
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Questions about David
Is David Rice a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and The Helix Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, The Helix Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David Rice based?
David Rice is based in Carrolltron, Texas.
Is David Rice registered with the SEC?
Yes. David Rice is registered as an investment adviser representative in TX (CRD 1855792), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does The Helix Financial Group manage?
The Helix Financial Group reports $106.8M across 450 accounts in assets under management.
How do I contact David Rice?
Contact details aren't on file yet. Search for The Helix Financial Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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