Helios Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$88,840,826
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
53
40% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
53
HighAverage account size
$1,676,242
About
Helios Wealth Advisors is a small independent advisory firm that provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, IRAs, trusts and estates, and charitable organizations. The firm also serves pension and profit‑sharing plans and offers plan-level services such as developing investment policy statements, evaluating investment options, monitoring investments, and delivering participant education.
The firm implements portfolios primarily through strategic asset allocation using actively managed no‑load mutual funds and a globally diversified mix of cash, fixed income, equity, and alternative asset classes, tailoring allocations to each client’s goals, risk tolerance, and time horizon. Accounts are reviewed at least quarterly, adjustments are made as client circumstances or market conditions change, and custodial relationships are used for trade execution and client reporting.
What is distinctive for a practice of this size is its exposure to institutional‑style retirement plan work and charitable clients—engagements the brochure notes are handled with ERISA fiduciary considerations when applicable—alongside traditional individual wealth management. The firm’s disclosure also notes principals’ limited outside business activities (family limited partnerships and business park management) and that clients are not solicited to invest in those interests.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
General tax planning
Wealth management
Active portfolio management
Fee options
Flat fees may be negotiated for financial planning in lieu of hourly rates.
$0 - $750,000: 1.10% $750,001 - $2,500,000: 0.70% $2,500,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
$300/hour for limited scope hourly planning engagements.
Account minimum: $500,000 Fee-only: Financial planning fees estimated at $300/hour, quoted on a not to exceed basis; flat fees may be negotiated.
Main office location
Helios Wealth Advisors, LLC
8703 Broadway St., Suite 111
Pearland TX 77584, United States
Number of offices
1
Most active in
Helios Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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