Orie Helaire
Epiphany Wealth Management · Houston, Texas
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.
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Specialties
Who they serve
- Executives
- Founders
- Physicians
Facts
| Firm | Epiphany Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.1M across 53 accounts |
| Credentials | ChFC · PFS |
| SEC registration | Investment adviser representative in LA, TX · CRD 4307230 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.epiphanywealth.com |
| Profile |
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Questions about Orie
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.
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
- Epiphany Wealth 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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