Helium Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The negotiated hourly fee for these services is $300.”

Flat or project fee

$5,000⁠-⁠$25,000

“Helium Advisors Form ADV 2A 03/2026 Fixed Fees The negotiated fixed rate for creating client financial plans is between $5,000 and $25,000.”

Annual fee

$10,000⁠-⁠$20,000/yr

“The negotiable annual flat fee is between $10,000 and $20,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Helium Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Management Agreement IMA).”
• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the retirement plan consulting agreement.”
• “To ensure you are aware of the latest rates and any potential changes, it's best to regularly check the margin rates on Fidelity's website or contact them directly for the most up-to-date information.”

How Helium Advisors LLC’s fees compare

• Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
• 3 of the 9 other planners in Vancouver that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$25,000 is above the Washington median of $3,250. 93% of the 103 other Washington planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Vancouver that publish a flat or project fee charge less.
• Its annual fee of $10,000-$20,000 is above the Washington median of $7,000. 84% of the 37 other Washington planners that publish an annual fee charge less.

About Helium Advisors LLC

• Firm size: 7 employees.
• Founded: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

260

Employees

7

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$233,777,142

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282356

Website

facebook.com/heliumadvisors (opens in new tab)

Phone

(425) 214-1533

Can advise clients in 7 states: Arizona, California, Georgia, New York, Pennsylvania, Texas, Washington

Other planners in Vancouver that publish fees

• Cairn Wealth ManagementVancouver$300⁠-⁠$450/hr, $2,500⁠-⁠$7,000
• Delphi AdvisersVancouver$400/hr, $1,500⁠-⁠$6,000
• First Pacific Financial, Inc.Vancouver$500/hr, $15,000
• Harlow Wealth Management, Inc.Vancouver$5,000⁠-⁠$50,000
• Middleton & CompanyVancouver$750, $2,500/qtr
• Momentous Wealth Management, Inc.Vancouver$250/hr, $1,500⁠-⁠$2,500

Compare all 17 planners in Vancouver