Richard Brady is a registered investment advisor at Helios Financial Services, LLC, based in Cedar Park, TX, with 6 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.30% |
Fees are negotiable and financial planning is included at no additional cost.
Fee Estimator
Location
2901 Caballo Ranch Blvd., Suite 5D, Cedar Park, TX, 78641
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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 →Employment History
Current Registrations
Helios Financial Services, LLC
Previous Registrations
Foundations Investment Advisors LLC
Portside Wealth Group, LLC
Townsquare Capital, LLC
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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