A complete list of active advisors currently associated with Helios Financial Services, LLC

Warmer can help you find a great advisor at Helios Financial Services, LLC or one who fits your needs even better.

Helios Financial Services, LLC is a registered investment adviser that provides asset management and financial planning to individuals and high‑net‑worth clients, with a focus on managing custodial accounts. The brochure describes a broad financial planning offering — including retirement, tax planning, insurance analysis, real estate and charitable planning — which the firm says is included with asset management; as of March 2026 it reported no assets under management. The firm manages individual portfolios with continuous supervision and, when authorized, discretion to implement trades; it may also recommend third‑party managers and monitor their performance. Its stated methods combine technical charting, fundamental analysis and modern portfolio theory and the firm employs long‑ and short‑term, income and hedging strategies tailored to client objectives. Noteworthy features compared with peers include the explicit disclosure that certain associated persons are licensed insurance agents and may receive commissions for insurance sales, a conflict the firm discloses while allowing clients to purchase recommended products elsewhere. The brochure also notes the firm does not participate in wrap fee programs or charge performance‑based fees, does not vote proxies for clients, and does not act as a private fund adviser.

To learn more about the advisors currently working at Helios Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Richard Brady	Cedar Park, TX	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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