Updated November 17, 2023
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Financial Synergies

Investment Advisor Firm
Total assets under management$1.1B
Years in business37+

About Financial Synergies

Financial Synergies Wealth Advisors is a fee-only financial advisor and wealth management firm based in Houston, Texas. With over 35 years of experience, they have provided financial services to individuals, families, and businesses not only in the local area but also around the world.

The company prides itself on building long-term relationships with its clients, with many of them being part of their extended family for multiple generations. Their approach centers on simplifying their clients' financial lives and helping them achieve their goals.

Financial Synergies offers a comprehensive range of services under the umbrella of Total Wealth Management. This includes holistic financial planning and investment management, ensuring that all aspects of their client's financial well-being are considered. Their team comprises Certified Financial Planner™ professionals and advisors who work closely with clients to create personalized plans and investment strategies tailored to their needs.

Its commitment to putting clients' interests first sets Financial Synergies apart. As an independent Registered Investment Advisor (RIA), they adhere to the highest fiduciary standard. This means that client interests are always prioritized above anything else. Additionally, the company operates on a fee-only basis and does not sell commission-based products. This allows them to provide unbiased advice and develop financial plans without any external influence.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management
  3. Wealth Management
  4. Financial Planning

More about Financial Synergies

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10564315

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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