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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
337 clients
Average Client Portfolio
$914K average
Assets Under Management
$308.1M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$5,000 - $25,000
Hourly Rate:$300/hr
Helium Advisors charges fees based on assets under management, with rates ranging from 0.75% to 1.50% annually. They also offer flat fee arrangements between $10,000 and $20,000 for bundled services. Retirement plan consulting fees range from $5,000 to $50,000. Financial planning fees are charged hourly at $300 or on a fixed rate between $5,000 and $25,000.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningInsurance PlanningHigh Net Worth
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Advisor Information
Office location
1910 120th Pl Se, Suite 102, Everett, WA, 98208
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2021Withdrawn
Other Business ActivitiesSells Insurance
Gary has multiple business interests, including CAYSAM, LLC, Helium Financial Group, H. Maris and Associates, Helium Tax, Helium Day Tax, The Tax and Accounting Group, and Element Planning Solutions LLC. He also provides life insurance services, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Helium Advisors LLC
April 2016 - Present · 9 yrs 9 mos
Previous Registrations
Infinity Financial ServicesBroker
June 2016 - November 2023 · 7 yrs 5 mos
Conover Capital Management
October 2015 - April 2016 · 6 mos
Conover Securities Corporation
February 2013 - April 2016 · 3 yrs 2 mos
Conover Securities CorporationBroker
August 2012 - April 2016 · 3 yrs 8 mos
Conover Capital Management
August 2012 - August 2015 · 3 yrs
LPL Financial LLC
October 2006 - September 2012 · 5 yrs 11 mos
LPL Financial LLC Broker
October 2006 - September 2012 · 5 yrs 11 mos
Woodbury Financial Services, INC.Broker
June 2000 - March 2002 · 1 yr 9 mos
State Registrations3 states
AZCAWA
Advisor
Exams
No exam information available for this advisor.