Kevin Arthur Nelson
Investment adviser representative at Financial Synergies
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Financial SynergiesMar 2017 to now
- Financial Synergies Wealth Advisors, Inc.Mar 2017 to now
- Heritage Wealth ManagementJan 2007 to Feb 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Financial Synergies
Legal name: Financial Synergies Wealth Advisors, Inc.
$1.8BAssets managed
928Clients
17Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4819421
- Firm CRD
- 105643