Financial Synergies
Houston, TX·SEC-registered · CRD #105643
Financial Synergies is an SEC-registered investment advisory firm in Houston, TX managing $1.8B across 929 client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.8B
Client accounts
929
Advisory staff
16
Fee model
Fee-based
How Financial Synergies is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Financial Synergies
How much does Financial Synergies manage?
Per its most recent SEC Form ADV filing (06/24/2026), Financial Synergies reports $1.8B in regulatory assets under management across roughly 929 client accounts.
How does Financial Synergies charge?
Financial Synergies is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Financial Synergies a fiduciary?
Yes. Financial Synergies is registered with the U.S. Securities and Exchange Commission (CRD #105643), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Financial Synergies taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Financial Synergies and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Financial Synergies's public SEC Form ADV filing (CRD #105643, filed 06/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Financial Synergies. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Financial Synergies? Claim this profile.