Girard Advisory Services
45yrs
Top advisor by experience at Girard Advisory Services
36yrs
Thomas Hellings
Full name on record: Thomas Edwin Hellings
Financial advisor at Girard Advisory Services
Thomas Hellings has worked in the financial industry for 36 years and is a fiduciary financial advisor based in Souderton, Pennsylvania. After seven years at Securities America Advisors, Thomas joined Girard Advisory Services in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Girard Advisory Services reports being paid through a percentage of assets and flat fees.
One of 30 advisors with offices in Souderton, and one of 29 fiduciaries.
At a glance
Experience36 years (since 1991)
How that compares ?Top 6% by experience at Girard Advisory Services
Office41 W Broad Street, Souderton, PA 18964
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1 million
Advisors at the firm50
States licensed ?1 state
Services through Girard Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowGirard Pension Services, LLCCurrent
- 2016 – nowGirard Advisory Services, LLCCurrent firm
- 2005 – 2012Securities America Advisors, Inc.Previously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Girard Advisory Services at 610-337-7640 and ask for Thomas Hellings. Thomas works from the Souderton, PA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1991, about 36 years. Top 6% by experience at Girard Advisory Services.
What licenses does Thomas hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Girard Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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