First Light Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$28,793,098
Clients
51
Advisors
1
of 1 employees
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
Expertise
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
405 E Chocolate Ave, Suite 101 A
Hershey PA 17033
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
First Light Wealth · First Light Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
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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
Quick links
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