# Theodore Koinis

> Theodore Koinis is a fee-only financial advisor at Helios Wealth Advisors in Pearland, Texas, who holds the CFP credential. Helios Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/theodore-koinis/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Helios Wealth Advisors
- **Based in:** Pearland, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $95.1M across 146 accounts
- **Credentials:** CFP
- **CRD:** 2447301 (https://adviserinfo.sec.gov/individual/summary/2447301)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 63 (1994), Series 66 (2000)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.helioswealth.com

## Frequently asked questions

### Is Theodore Koinis a fee-only financial advisor?

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

### How does Theodore charge for financial advice?

Theodore's firm, Helios Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Theodore Koinis based?

Theodore Koinis is based in Pearland, Texas.

### What credentials does Theodore Koinis hold?

Theodore Koinis holds the CFP credential.

### Is Theodore Koinis registered with the SEC?

Yes. Theodore Koinis is registered as an investment adviser representative in LA and TX (CRD 2447301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Helios Wealth Advisors manage?

Helios Wealth Advisors reports $95.1M across 146 accounts in assets under management.

### How do I contact Theodore Koinis?

Through Theodore's website, www.helioswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2447301): 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

---

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