A complete list of active advisors currently associated with HG Tailored Financial Services
Warmer can help you find a great advisor at HG Tailored Financial Services or one who fits your needs even better.
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.
To learn more about the advisors currently working at HG Tailored Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 23
| |
Dallas, TX
| 9
|
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