Advisor at First Light Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Light Financial
Location
Colorado Springs, CO
Credentials
CFP®, Series 63, Series 65
Industry experience
9 years
Douglas Holden is a CFP® with nine years of experience in the financial advisory industry. He is the sole advisor at First Light Financial, an independent firm based in Colorado Springs, CO. In addition to his advisory work, Holden has a long-standing role at Performance Technologies, Inc., where he has worked since 1995. First Light Financial provides financial planning and investment advisory services primarily to individual households with at least $100,000 in investable assets. The firm employs a predominantly passive investment strategy called "TIPS Plus!" that utilizes low-cost index funds, with occasional use of active funds, and maintains portfolios through agreed asset allocations, periodic rebalancing, and tax-loss harvesting.
$0 - $500,000: 1.25% annually (Financial and Investment Planning Fee, upon plan delivery, on invested assets up to $1,000,000) $500,001 - $1,000,000: 0.50% annually (Financial and Investment Planning Fee, one-half of 1% on remainder above $1,000,000) $0 - $500,000: 1.00% annually (Account Management Fee: 0.25% per quarter) $500,001 - $1,000,000: 0.80% annually (Account Management Fee: 0.20% per quarter) $1,000,001+: 0.60% annually (Account Management Fee: 0.15% per quarter)
Account minimum: $100,000 Fee-only: Fee-only financial planning and investment advisory firm; fees paid directly by clients; no commissions received.
Colorado Springs, CO
Colorado · North Carolina
Performance Technologies, Inc.
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 65
Colorado Springs, CO
Replica Wealth Advisors Inc
Series 63, Series 65, Series 66
Colorado Springs, CO
Cobalt Private Wealth LLC
ChFC®, Series 65
Colorado Springs, CO
Cornerstone Financial Planning
Series 65
Colorado Springs, CO
Sparks Capital Management
Series 65
Colorado Springs, CO
Prosper Financial
CFP®, Series 65
Colorado Springs, CO
Baskin Financial Planning
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")