Marc C Helfrich Registered Investment Advisor fees and pricing
Financial planner in Van Alstyne, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Marc C Helfrich Registered Investment Advisor charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“The fixed fees range between $500 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Marc C Helfrich Registered Investment Advisor bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are negotiable and each fee will vary and is dependent on the complexity of the financial situation, the net worth of the individual or business, the estimate of hours involved, including preparation and Marc C.”
- “All fees for planning services are agreed upon in advance in writing and due at that time.”
How Marc C Helfrich Registered Investment Advisor’s fees compare
- Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
About Marc C Helfrich Registered Investment Advisor
“The Adviser offers clients financial planning services to evaluate their financial situation, goals and risk tolerance. The Adviser may offer comprehensive planning services or the client may desire advice on certain planning components; we can tailor services as desired by the client.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
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
- Clients
- 82
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, selecting other advisers, and educational seminars and workshops
- Assets managed
- $33,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 160051
- Phone
- (972) 767-8370
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.