Firm
The Helix Financial Group
Carrolltron, Texas
Fee-only
The Helix Financial Group at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 235 individual clients, 15 of them high net worth.
- Its average account is about $237,000 (assets it manages divided by its 450 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Carrolltron, Texas |
|---|---|
| Phone | (972) 290-0940 |
The Helix Financial Group fees
The Helix Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $107 million |
| Individual clients | 220 |
| High-net-worth clients | 15 |
| Accounts managed | 450 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 147803 |
Advisors at this firm (2)
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