Helios Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$88,840,826
Clients
53
Advisors
1
of 1 employees
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
Expertise
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
8703 Broadway, Suite 111
Pearland TX 77584
Advisors at this office
1
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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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