Theodore Koinis
Helios Wealth Advisors · Pearland, Texas
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.
Request an introduction to Theodore →
Facts
| Firm | Helios Wealth Advisors |
|---|---|
| Based in | Pearland, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $95.1M across 146 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 2447301 |
| Exams passed | Series 63 (1994) · Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.helioswealth.com |
How Theodore's firm compares
- Helios Wealth Advisors's average account is about $651,000, from its Form ADV (assets managed divided by 146 accounts).
Request an introduction to Theodore
Tell Theodore a little about what you're looking for. Theodore isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Theodore
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Pearland
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.
See something wrong? Request a correction. Read our methodology.