HG Tailored Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$79,264,656
Total clients
312
6% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
156
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
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 location
HG Tailored Financial Services
14180 Dallas Parkway, Suite 500
Dallas TX 75254, United States
Number of offices
1
Most active in
Louisiana · North Carolina · Texas
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:
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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
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