Top financial advisors in Pearland, TX
We’ve curated a list of the best financial advisors in Pearland, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$66,601,522
Number of advisors
1 advisors
| $66,601,522 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Pearland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pearland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Helios Wealth Advisors, LLC
HELIOS WEALTH ADVISORS, LLC, established in 2005, offers personalized wealth management services primarily to individuals, retirement accounts, charitable organizations, trusts, and estates. The firm provides investment supervisory services on a discretionary basis, managing portfolios of no-load mutual funds tailored to clients' needs, goals, and risk tolerance. They offer financial planning services, retirement plan consulting, and hourly planning engagements. The minimum investment required is typically $500,000, with fees based on a tiered structure ranging from 0.35% to 1.10% of assets under management. The firm does not charge commissions and does not use performance-based fees to avoid conflicts of interest. Advisors hold professional certifications such as CFP®, AIF®, and CPA, ensuring high standards of expertise. Clients have the option to grant discretionary authority for trading through a Limited Power of Attorney. HELIOS WEALTH ADVISORS does not exercise proxy voting authority over client securities and does not receive soft dollars in excess of regulatory limits. The firm's founder, Theodore X. Koinis, serves as President and is responsible for all operational aspects. No disciplinary history or financial impairments have been reported.
$66,601,522 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Pearland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pearland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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