Helix Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Helix Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients, offering customized, non-discretionary portfolio management and written planning engagements. The firm describes services that include portfolio architecture, retirement account advice, and referrals to outside specialists as needed.
The firm’s investment approach emphasizes fundamental analysis and a primarily long-term orientation, constructing portfolios using mutual funds (including closed‑end funds), ETFs, REITs and, when appropriate, alternative investments. Financial planning is offered on an hourly basis and investment actions require client approval rather than discretionary trading by the advisor.
Noteworthy features include that the firm is newly formed and currently reports no assets under management, yet it positions itself to provide both individual portfolio management and standalone financial planning — a combination that is relatively uncommon for firms of this profile. The principal brings a technology and data‑science background and maintains an outside product/technology role, and the firm discloses access to private and interval funds for clients while not operating its own private funds or charging performance‑based fees.
Client services
Expertise
Fee options
$0 - $500,000: 0.60% annually $500,001 - $999,999: 0.50% annually $1,000,000+: 0.40% annually
$350 per hour
Main office
Sammamish WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Helix Advisors LLC · Nexora LLC
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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