FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
Doing business as FINANCIAL SYNERGIES. SEC Form ADV profile.
Total regulatory AUM
$1,811,303,915
Discretionary
$1,797,538,179
Non-discretionary
$13,765,736
Firm details
- CRD number
- 105643
- SEC file number
- 801-30106
- Main office
- HOUSTON, TX, United States
- Employees
- 21
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.