Gary Nicholas Russell
Advisor at Helium Advisors LLC — Vancouver, WA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
21 years
Location
Vancouver, WA 98684
Helium Advisors LLC
Team
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.
Based on Helium Advisors LLC
Based on Helium Advisors LLC
Annual flat fees between $10,000 and $20,000; fixed fees between $5,000 and $25,000 for financial plans
$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
$300/hour for standard financial planning services
Helium Opportunity Fund I charges 2% management fee annually and performance-based compensation (incentive allocation) as detailed in Fund documentation
Fee-only: Financial planning hourly fees $300/hour; fixed fees between $5,000 and $25,000; flat fees between $10,000 and $20,000
Vancouver, WA
222 NE Park Plaza Dr, Park Tower Iii, Suite 116
Vancouver WA 98684
Advisors at this office
4
California · New York · Texas · Washington
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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