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Gregory James Hier

Advisor at Tlg Advisors, Inc. — Port Aransas, TX

Updated today

Credentials

ChFC®, Series 66, Series 63

Experience

26 years

Location

Port Aransas, TX

Tlg Advisors, Inc. logo

Tlg Advisors, Inc.

Enterprise

Total advisors

300

Across 219 offices

Clients per advisor

17 Very Low

Avg AUM per client

$430,112 Typical

HNW client ratio

6% Low

About

Gregory Hier is a financial advisor at Tlg Advisors, Inc. with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 66 and Series 63. His prior work experience includes roles at Nationwide Financial, Nationwide Securities, and Nationwide Insurance Company. Outside of his advisory work, he is involved in photography, contributing to an on-demand art printing platform. Tlg Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed accounts and a direct-to-consumer digital investment program.

Client services

Based on Tlg Advisors, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Placement of institutional funds

Expertise

Based on Tlg Advisors, Inc.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations

Occupation focus

Based on Tlg Advisors, Inc.

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees charged for financial planning and consulting; specific amounts not stated

Percentage

$0 - $1,000,000: Not to exceed 1.75% annually Over $1,000,000+: Not to exceed 1.00% annually $0 - $1,000,000: Starlight Portfolios fees total between 0.65% and 1.25% annually (includes 0.58%-1.118% to TLG Advisors plus 0.10% to Advisor Engine)

Commissions

Certain IARs also registered representatives of affiliated broker-dealer, may receive commissions on securities and insurance products

Project-based

Hourly fees charged for financial planning and consulting; specific amounts not stated

Other

Account minimum: $25,000 Fee-only: Fixed or hourly fees for financial planning and consulting; specific amounts not stated

Location

See office

Port Aransas, TX

Port Aransas TX

Advisors at this office

1

Most active in

Texas

Work history

26 years of industry experience

The Leaders Group, Inc.

2020 - Present • 6 years

Littleton, CO

Ingenium Financial, LLC

2020 - Present • 6 years

Port Aransas, TX

Nationwide Financial

2016 - 2020 • 4 years

Dripping Springs, TX

Nationwide Securities, Inc.

2002 - 2020 • 18 years

Columbus, OH

Nationwide Insurance Company

1999 - 2016 • 17 years

Columbus, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jason R

Series 63, Series 66

Ingleside on the Bay, TX

LPL Financial

Jason Reeves is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Cetera Advisor Networks, Summit Financial Group, Waddell & Reed, Edward Jones, and Charles Schwab. He also operates Texas Coast Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors and is notable for its scale, advisory platform, and integration of diverse financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Brad F

Series 63, Series 65

Portland, TX

Raymond James Financial

Brad Feldman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 29 years of industry experience. Feldman has worked at Security Service Investment Group since 2020 and has been with Raymond James affiliates and Security Service Federal Credit Union since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting, using analytical tools to assess potential outcomes, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Eric M

Series 66

Portland, TX

Edward Jones

Eric Mc Lester is a financial advisor with Edward Jones in Portland, TX, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America and Aransas County Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kathleen C

CFP®, Series 66

Portland, TX

Edward Jones

Kathleen Clark is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She is based in Portland, TX. Outside of her advisory role, she manages a residential property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Business ownership considerations Retirement income strategy Planning for children with special needs Retired Founder/Business Owner Executive
user avatar

Glenn E

Series 63, Series 65

Portland, TX

LPL Financial

Glenn Escovedo is a financial advisor with LPL Financial in Portland, TX, holding Series 63 and Series 65 credentials and offering 29 years of industry experience. His prior work includes roles at Morgan Stanley DW Inc. and Investment Professionals, Inc., before joining LPL Financial in 2008. In addition to his advisory role, he is affiliated with IBC Bank, where he is involved in processing life, health, disability, and long-term care insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a large advisor network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Kimberly P

Series 66

Portland, TX

Edward Jones

Kimberly Pendergraft is a financial advisor at Edward Jones in Portland, TX. She holds the Series 66 designation and joined Edward Jones in 2026. Prior to her current role, she held positions at various organizations including the Kerrville Area Chamber of Commerce and JAM Broadcasting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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