HG Tailored Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HG Tailored Financial Services provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm reports about $79.3 million in discretionary assets across roughly 312 client relationships, operates with two advisors, and does not impose a minimum account size.
Portfolios are built to each client’s stated objectives, time horizon and risk tolerance and documented in an investment policy; the firm acts under discretionary trading authority and performs account reviews at least quarterly. Its methods include fundamental, technical and charting analysis and it may use a range of strategies (long‑ and short‑term holdings, options and margin trading); standalone financial planning is also offered and plans are generally delivered within 30 days once required documentation is provided.
A noteworthy feature disclosed in the brochure is that the firm maintains affiliated insurance activities and its advisor representatives are registered with a broker‑dealer (LPL Financial), receiving external compensation for insurance and securities sales; the firm discloses this potential conflict and cites disclosures and its fiduciary duty as mitigations. The combination of small‑firm scale, the provision of ERISA 3(21) plan services alongside retail wealth management, and affiliated insurance and broker‑dealer relationships differentiates its business model from many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.85% annually Over $5,000,000+: 0.75% annually
Investment Advisor Representatives receive external compensation as registered representatives of LPL Financial LLC
$350 per hour for stand-alone financial planning
Fee-only: Hourly financial planning fee of $350 per hour
Main office
14180 Dallas Parkway, Suite 500
Dallas TX 75254
Advisors at this office
2
Most active in
Louisiana · North Carolina · Texas
Also doing business as
Henri Glover Tailored Financial Services, LLC · Hg Tailored Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Henri G
Series 66
Dallas, TX
HG Tailored Financial Services
Henri Glover is a financial advisor with HG Tailored Financial Services in Dallas, TX, holding a Series 66 designation and over 23 years of industry experience. He has worked with firms including Davis, Glenn, & Glover Wealth Management Services and LPL Financial. Outside of advisory services, he is involved in an independent insurance agency offering various lines of non-variable insurance. HG Tailored Financial Services provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm develops customized investment programs based on client goals, time horizons, and risk tolerance, employing a mix of fundamental, technical, and charting analysis with ongoing monitoring and quarterly reviews.
Patrick P
Series 63, Series 65
Dallas, TX
HG Tailored Financial Services
Patrick Pope Jr. is a financial advisor with HG Tailored Financial Services in Dallas, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Patrick has worked at multiple firms including LPL Financial and BB&T entities, and operates his own sole proprietorship. HG Tailored Financial Services provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a mix of fundamental, technical, and charting analysis to develop customized investment programs aligned with clients' goals and risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)