Erik Helmstetter
Oder Investment Management · Los Angeles, California
Erik Helmstetter is a fee-only financial advisor at Oder Investment Management in Los Angeles, California, who holds the CFP credential. Erik charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Oder Investment Management |
|---|---|
| Based in | Los Angeles, California |
| Fee model | Percentage of assets |
| Assets under management | $366.7M across 584 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3173525 |
| Exams passed | Series 66 (1999) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.oderllc.com |
| Profile |
How Erik's firm compares
- Oder Investment Management's average account is about $628,000, from its Form ADV (assets managed divided by 584 accounts).
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Questions about Erik
Is Erik Helmstetter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Oder Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik charges a percentage of assets.
Where is Erik Helmstetter based?
Erik Helmstetter is based in Los Angeles, California.
What does Erik specialize in?
Erik's specialties include retirement planning, tax planning, estate & legacy planning and pension planning.
What credentials does Erik Helmstetter hold?
Erik Helmstetter holds the CFP credential.
Is Erik Helmstetter registered with the SEC?
Yes. Erik Helmstetter is registered as an investment adviser representative in CA (CRD 3173525), 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 Oder Investment Management manage?
Oder Investment Management reports $366.7M across 584 accounts in assets under management.
How do I contact Erik Helmstetter?
Through Erik's website, www.oderllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Oder Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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