SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Financial Synergies
Houston, TX
Financial Synergies Wealth Advisors, Inc., CRD 105643
Firm filing updated June 24, 2026 ·
- $1.8BAssets
- 928Clients
- 16Advisory staff
- 928Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals558
- Individuals369
- Corporations or other businesses1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 369 | $153.5 million |
| High net worth individuals | 558 | $1.6 billion |
| Corporations or other businesses not listed above | 1 | $13.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$1.8 billion
- Accounts928
- Discretionary$1.8 billion · 927 accounts
- Non-discretionary$13.8 million · 1 accounts
People
- Employees21
- Advisory staff16
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients900
Advisors
13 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Financial Synergies Wealth Advisors, Inc. SEC-registered investment advisor. CRD 105643, SEC file 801-30106.
- Registered with the SEC as an investment advisor (status date on record: July 30, 1987).
Is Financial Synergies a fiduciary?
Short answer: Financial Synergies is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.