Matthew Grygar
The Helix Financial Group · Carrolltron, Texas
Matthew Grygar 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 4161771 |
| Exams passed | Series 63 (2000) · Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Matthew'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 Matthew
Is Matthew Grygar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, The Helix Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Matthew Grygar based?
Matthew Grygar is based in Carrolltron, Texas.
Is Matthew Grygar registered with the SEC?
Yes. Matthew Grygar is registered as an investment adviser representative in TX (CRD 4161771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Matthew Grygar?
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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