# Orie Helaire

> Orie Helaire is a fee-only financial advisor at Epiphany Wealth Management in Houston, Texas, who holds the ChFC and PFS credentials. Orie focuses on retirement planning and estate & legacy planning. Epiphany Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/orie-helaire/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Epiphany Wealth Management
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $30.1M across 53 accounts
- **Credentials:** ChFC, PFS
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Executives, Founders, Physicians
- **CRD:** 4307230 (https://adviserinfo.sec.gov/individual/summary/4307230)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.epiphanywealth.com

## Frequently asked questions

### Is Orie Helaire a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Orie holds no broker registration, and Epiphany Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Orie charge for financial advice?

Orie's firm, Epiphany Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Orie Helaire based?

Orie Helaire is based in Houston, Texas.

### What does Orie specialize in?

Orie's specialties include retirement planning and estate & legacy planning. Orie works with executives, founders and physicians.

### What credentials does Orie Helaire hold?

Orie Helaire holds the ChFC and PFS credentials.

### Is Orie Helaire registered with the SEC?

Yes. Orie Helaire is registered as an investment adviser representative in LA and TX (CRD 4307230), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Epiphany Wealth Management manage?

Epiphany Wealth Management reports $30.1M across 53 accounts in assets under management.

### How do I contact Orie Helaire?

Through Orie's website, www.epiphanywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4307230): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://epiphanywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.