First Light Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,793,098
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
51
12% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
HighAverage account size
$564,571
About
First Light Wealth, LLC serves individual clients as well as employer plan sponsors and pension or profit-sharing plans. The firm is a fee-only registered investment adviser that provides discretionary investment management, comprehensive financial planning (both ongoing and project-based), and retirement plan consulting and management for employer-sponsored plans.
The firm constructs portfolios around asset allocation and Modern Portfolio Theory, using a mix of passive and active vehicles and drawing on fundamental, technical, and cyclical analysis while generally favoring long-term holdings and attention to tax and risk considerations. Investment policy statements are tailored to each client’s objectives and risk tolerance, and the firm accepts reasonable client-imposed restrictions while typically managing accounts on a discretionary basis.
What distinguishes the firm from many solo independent advisers is its active work with pension and profit-sharing plan clients and its ERISA-focused services, including acting as an ERISA investment manager under section 3(38) and providing fiduciary consulting to plan sponsors. The firm also employs standing letters of instruction for transfers for a subset of clients (21 clients representing $12,830,368) and its principal contributes investment commentary to industry publications.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
Fee options
Project-Based Financial Planning fixed fees from $800 to $5,000; initial comprehensive financial plan fee up to $5,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 per hour for Project-Based Financial Planning
Fee-only: Ongoing Financial Planning $100 to $500 monthly; Project-Based Financial Planning $800 to $5,000 fixed fee or $250 hourly
Main office location
First Light Wealth
405 E Chocolate Ave, Suite 101 A
Hershey PA 17033, United States
Number of offices
1
Most active in
First Light Wealth has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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