HG Tailored Financial Services

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Client assets under management

$79,264,656

Clients

312

6% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

156

Very High

Average account size

$254,053

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

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy Income planning General estate planning guidance Tax strategies for small businesses Active portfolio management

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.85% annually Over $5,000,000+: 0.75% annually

Commissions

Investment Advisor Representatives receive external compensation as registered representatives of LPL Financial LLC

Project-based

$350 per hour for stand-alone financial planning

Other

Fee-only: Hourly financial planning fee of $350 per hour

Main office location

HG Tailored Financial Services

14180 Dallas Parkway, Suite 500

Dallas TX 75254, United States

Number of offices

Most active in

Louisiana · North Carolina · Texas

Disclosures

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

Form ADV Part 2: Client Brochure

Quick links

Website 972-332-4868

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.

Retirement income strategy Income planning General estate planning guidance Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired

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.

Retirement income strategy Income planning General estate planning guidance Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired

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