HG
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Henry Golightly

1 Year of Experience
Manor, TX

Henry Golightly is a registered investment advisor at Douglas Capital Advisors, based in Manor, TX, with 1 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$100K

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

19812 Ann Richards Ave, Manor, TX, 78653

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Henry is a managing member of Golightly Financial Services, LLC, providing tax planning, preparation, outsourced CFO, and accounting services, dedicating full-time hours. He also manages investment properties as a sole proprietor, spending minimal time on this activity.

Employment History
Current Registrations
Douglas Capital Advisors
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Avantax Advisory Services
December 2023 - February 2024 · 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Henry Golightly - Financial Advisor | TrueAdvisor