PlannerFees

The Helix Financial Group fees and pricing

Financial planner in Carrolltron, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2026, The Helix Financial Group charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“The hourly rate for advisory clients will be $200 per hour but may be negotiated in advance by HELIX and the client.”

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

How The Helix Financial Group bills

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

  • “Hourly fee-based clients are billed on a monthly basis upon completion of work performed.”
  • “Payment in full is expected upon invoice presentation but no later than thirty (30) days of the date of the invoice.”
  • “The client must consent in advance to direct debiting of their investment account.”

How The Helix Financial Group’s fees compare

  • Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.

About The Helix Financial Group

“The Helix Financial Group, (“Helix”), was founded in 2009 HELIX’s principal service is providing fee-based investment advisory and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Minimum
No minimum stated in brochure
Clients
235
Employees
2
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$106,775,900
Registered with
State securities regulators
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
147803
Phone
(972) 290-0940

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