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Gary Nicholas Russell

Advisor at Helium Advisors LLC — Vancouver, WA

Updated today

Credentials

Series 63, Series 66

Experience

21 years

Location

Vancouver, WA 98684

Helium Advisors LLC logo

Helium Advisors LLC

Team

Total advisors

5

Across 2 offices

Clients per advisor

52 Typical

Avg AUM per client

$829,256 Typical

HNW client ratio

26% Typical

About

Gary Russell is a financial advisor with Helium Advisors LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He previously worked at Infinity Financial Services for eight years and has been with Helium Advisors for ten years. Outside of his advisory role, Russell is involved in several related business ventures, including management roles in affiliated tax and financial entities. Helium Advisors serves individuals, retirement plans, charitable organizations, corporations, and private funds by providing portfolio management, financial planning, retirement plan consulting, and tax preparation support through an affiliated entity. The firm employs multiple analytical methods and utilizes sub-advisors for specialized strategies, while also managing private funds with a focus on real estate asset management.

Client services

Based on Helium Advisors LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Helium Advisors LLC

Private / alternative investments Real estate investing Tax-loss harvesting Annuities

Occupation focus

Based on Helium Advisors LLC

Founder/Business Owner Executive

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Fee options

Fixed

Annual flat fees between $10,000 and $20,000; fixed fees between $5,000 and $25,000 for financial plans

Percentage

$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.90% annually $5,000,001+: 0.75% annually

Project-based

$300/hour for standard financial planning services

Performance-based

Helium Opportunity Fund I charges 2% management fee annually and performance-based compensation (incentive allocation) as detailed in Fund documentation

Other

Fee-only: Financial planning hourly fees $300/hour; fixed fees between $5,000 and $25,000; flat fees between $10,000 and $20,000

Location

See office

Vancouver, WA

222 NE Park Plaza Dr, Park Tower Iii, Suite 116

Vancouver WA 98684

Advisors at this office

4

Most active in

California · New York · Texas · Washington

Work history

21 years of industry experience

Infinity Financial Services

2016 - 2024 • 8 years

Oakland, CA

Helium Advisors LLC

2016 - Present • 10 years

Vancouver, WA

Conover Capital Management

2015 - 2016 • 1 year

Bellevue, WA

CONOVER Securities Corporation

2013 - 2016 • 3 years

Bellevue, WA

Conover Capital Management

2012 - 2015 • 3 years

Bellevue, WA

LPL Financial

2006 - 2012 • 6 years

Bellevue, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brayden D

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Brayden Disbrow is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation. His work history includes roles at Momentous Wealth Management, and Harlow Wealth Management. Momentous Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers tailored investment advice using a range of securities and incorporates fundamental, technical, cyclical, and ESG analysis methods, with discretionary portfolio management subject to client restrictions.

Wealth management Income planning General estate planning guidance Business ownership considerations General retirement planning

Todd P

AAMS®

Vancouver, WA

Momentous Wealth Management, Inc.

Todd Pisarczyk is Founder, CEO, and Senior Financial Advisor at Momentous Wealth Management, an affiliated SEC-registered investment advisory firm. Todd brings more than 27 years of experience advising individuals and families on wealth management, financial planning, and long-term investment strategy. He began his career in 1999 at a national brokerage firm before founding Momentous Wealth Management in 2004 with the goal of providing comprehensive, fiduciary-based advice through a personalized and planning-focused approach. Under Todd’s leadership, Momentous Wealth Management has grown into an established independent advisory firm with more than $500 million in assets under management. In 2025 and 2026, Forbes recognized Todd as one of the Top Wealth Advisors in the State of Washington, and in 2024, 2025 and 2026, USA Today ranked Momentous Wealth Management among the Top 100 Registered Investment Advisors in the United States, reflecting the firm’s continued commitment to client service and long-term outcomes. Todd works closely with clients, attorneys, and other professional advisors to integrate investment management with broader estate and financial planning strategies. His experience building and leading a successful independent advisory firm provides a strong foundation for guiding the investment oversight and portfolio strategy supporting the trust company’s fiduciary services. Todd earned a Bachelor’s degree in Business Administration, magna cum laude, from Washington State University and holds the Accredited Asset Management Specialist℠ (AAMS®) designation.

Business ownership considerations General retirement planning Retirement income strategy General estate planning guidance Wealth management Self-Employed Attorney Executive Founder/Business Owner Public Service Employee Young Professionals Mid-Career Professionals

Aiden P

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

General retirement planning Retirement income strategy General tax planning Retired Self-Employed Technology Professional Young Professionals Career Changers Approaching retirement
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Suzanne H

CFP®, CFA®, Series 65

Portland, OR

Core Planning

Suzanne Highet is a financial advisor at Core Planning in Portland, OR, holding the CFP®, CFA®, and Series 65 credentials with 21 years of industry experience. Her prior roles include positions at The Stanich Group LLC, Highet Advisory LLC, and CTC Consulting, LLC. Outside of her advisory work, she operates Highet Advisory LLC, a business consulting service focused on supporting registered investment advisors with investment programs and portfolio management. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Early retirement planning RSUs / ISOs / NSOs Wealth management ESG / Sustainable investing Passive / index investing HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Women's Finance Approaching retirement LGBTQIA
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Tyler H

Series 63, Series 66

Beaverton, OR

Scout Asset Management

Tyler Hilligoss is a financial advisor at Scout Asset Management with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Arbor Point Advisors, Securities America, Inc., and Signator Investors, Inc. His other business activities include licensed insurance sales related to investment products. Scout Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers ongoing portfolio management guided by written Investment Policy Statements and employs both fundamental and quantitative analysis for asset allocation and security selection.

Options & derivatives strategies Private / alternative investments Annuities
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Aaron N

Series 63, Series 65

Portland, OR

Shared Prosperity Group

Aaron Nielsen is a financial advisor at Shared Prosperity Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Empower Annuity Insurance Company of America, Fisher Investments, and Mariner Wealth Advisors. Shared Prosperity Group is an independent advisory firm serving individuals, high-net-worth clients, and business entities by providing discretionary portfolio management and tailored financial advice. The firm uses a strategic asset allocation approach, incorporating direct indexing and exchange-traded funds, and maintains a commitment to philanthropy by contributing 10% of gross revenue to donor-advised funds for U.S. nonprofits.

Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning Charitable giving & philanthropy
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