Matthew Grygar
Matthew Grygar is a registered investment advisor at The Helix Financial Group, based in Carrolltron, TX, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 219 clients with $82M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
4425 Plano Parkway, Suite 804, Carrolltron, TX, 75010
Get directionsHistory
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
Matthew has an S Corp for tax purposes and accounting for his branch, dedicating minimal time. He is also an agent selling Blue Cross & Blue Shield healthcare benefits and a licensed agent with Cigna, each requiring minimal time.
Employment History
Current Registrations
The Helix Financial Group
Previous Registrations
Gunnallen Financial, INC
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.