Rick Helbing
Rick Helbing is a CFP, ChFC-designated registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 20 years of industry experience. Rick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,612 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual management fee is 2.50% and is negotiable. Accounts may also be subject to performance-based fees of 20% for qualified clients.
Fee Estimator
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
From 2013 to 2015, Rick presented and sold non-variable insurance products to clients of Suncoast Advisory Group. This activity took about 10-20% of his time.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Previous Registrations
Creativeone Wealth, LLC
Partnervest Advisory Services LLC
Suncoast Advisory Group
Suncoast Advisory Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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