Rhys Helt
Rhys Helt is a registered investment advisor at RBC Capital Markets, LLC, based in Indianapolis, IN, with 32 years of industry experience. Rhys operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
8888 Keystone Crossing, Suite 200, Indianapolis, IN, 46240-4610
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Other Business Activities
Rhys is involved in several outside business activities, including owning a horse racing farm since 1990, serving as a fraternity advisor since 2017, and participating in county plan commissions and the Indiana Standardbred Association. These activities take up a few hours per week for the horse racing farm and minimal time for the others.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations33 states
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.