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Financial Synergies Wealth Advisors Review

Latest update: March 30, 2023

Financial Synergies Wealth Advisors is a fee-only financial advisor specializing in wealth management services, comprehensive financial planning and investment management. The firm has served individuals, families and businesses for over 30 years by creating financial game plans and investment strategies to give clients greater confidence in the future.

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About Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors offers comprehensive financial planning and investment management services designed to help you grow, manage and protect your wealth. Services include financial planning, investment management, 401(k) management, planning for insurance and estates, company retirement plans and more.

By partnering with one of the firm’s Certified Financial Planner professionals, you receive a holistic approach to planning for the future and accumulating wealth. Your financial planning team includes a lead advisor, associate financial planner, investment analyst, director of operations and client service associate who coordinate with a CPA, estate-planning attorney or other professionals. The custodian of assets is Charles Schwab, a national financial investment company.

While discussing your needs and goals, your Financial Synergies team reviews your assets and liabilities, identifies your immediate and long-term plan and creates an investment strategy. To help you stay on track, your advisor provides semi-annual, quarterly and ongoing meetings and services to monitor your portfolio and review your financial goals.

To determine if Financial Synergies Wealth Advisors is right for you, you can schedule a free, no-obligation consultation.

Financial Synergies Wealth Advisors
Assets Managed $1.112 Billion
Minimum Assets $100,000
Number of Advisors 10
Fee Structure Fee-Only
Address 4400 Post Oak Pkwy #200

Frequently Asked Questions

Customers who are interested in working with Financial Synergies Wealth Advisors team frequently asked these questions.

What is Financial Synergies’ minimum investment amount?

Traditionally, the company’s Wealth Management clients begin investing with this firm when they have at least $1,000,000 available to invest. The minimum investment amount for the Pathway Program, which is designed for people who are in the early stages of building wealth, is $50,000.

How does Financial Synergies work with out-of-state clients?

While Financial Synergies Wealth Advisors is headquartered in Houston, Texas, its wealth advisors work with clients in various states and countries. To keep in touch with its out-of-state and international clients, the firm holds virtual meetings through Skype or Go To Meetings and provides its clients with 24/7 access to a highly secure online vault where sensitive financial documents can be stored and exchanged.

What is the cost structure at Financial Synergies?

The firm operates on a fee-only structure and does not sell commission-based products, which offers its professionals the freedom to develop a financial plan without outside influence. All financial advisors with the firm are compensated through asset-based fees, which range from 0.75% to 1.50% AUM (assets under management).

What is the investment strategy at Financial Synergies?

Using a proven, evidence-based investing strategy backed by ongoing research and management, the wealth advisors at Financial Synergies build an investment portfolio that aligns with your financial goals. Because everyone has different financial goals, specific investment strategies vary. Clients at Financial Synergies Wealth Advisors include individuals, young professionals, families, business owners, executives, oil and gas professionals, physicians and retirees.

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