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FINANCIAL SYNERGIES
Legal name: FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
CRD 105643File 801-30106
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.81B
Top 25% of cohort (national)
Discretionary AUM
$1.80B
Non-discretionary $13.8M
Clients
928
928 accounts
Employees
21
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 30, 1987
- Principal office
- 4400 POST OAK PKWY, SUITE 200, HOUSTON, TX, 77027
- Phone
- 713-623-6600
- Website
- HTTPS://WWW.FINSYN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.81B
- Discretionary AUM
- $1.80B
- Non-discretionary AUM
- $13.8M
- Discretionary accounts
- 927
- Non-discretionary accounts
- 1
- Total accounts
- 928
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $13.8M |
| High net worth individuals | 558 | $1.64B |
| Individuals (other than high net worth individuals) | 369 | $153.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.