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Gregory Hier

Advisor at TLG Advisors, INC.

Updated today

Location

Port Aransas, TX

Credentials

ChFC®, Series 63, Series 66

Industry experience

25 years

About

Gregory Hier is a financial advisor with TLG Advisors, Inc. based in Port Aransas, TX. He holds the ChFC® designation and has 25 years of industry experience, including prior roles at Nationwide Insurance Company and Nationwide Securities, Inc. Outside of his advisory work, he is also involved in photography, contributing to an on-demand art printing platform. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach grounded in fundamental analysis and Modern Portfolio Theory.

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

Port Aransas, TX

Most active in

Texas

Work history

The Leaders Group, Inc.

2020 - Present (6 years)

Ingenium Financial, LLC

2020 - Present (6 years)

Nationwide Financial

2016 - 2020 (4 years)

Nationwide Securities, Inc.

2002 - 2020 (18 years)

Nationwide Insurance Company

1999 - 2016 (17 years)

Disclosures

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

Business activities & affiliations

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Series 66

Portland, TX

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CFP®, Series 66

Portland, TX

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Series 63, Series 65

Portland, TX

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CFP®, Series 63, Series 66

Portland, TX

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