Financial Synergies Wealth Advisors
TL;DR
Financial Synergies Wealth Advisors began advising in 1986 and offers investment management, planning, tax and estate coordination, plus the Retirement Salary and Pathway programs.
$1.8 billion
Regulatory AUM
As of ADV filing 2026-06-24
928
Accounts / Clients
927 clients
3
Disclosures
Item 11 events
SEC
Registration
SEC-registered
21
Team Size
employees, 16 advisory
39 yrs
Years Registered
First registered 1987
About Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors began advising in 1986 and offers investment management, planning, tax and estate coordination, plus the Retirement Salary and Pathway programs.
Office: 4400 Post Oak Pkwy, Suite 200, Houston, TX 77027.
Best for: Houston households near $500K to $1M or more wanting CFP-led planning
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD105643
RegistrationSEC-registered
First registration1987
Regulatory AUM$1.8 billion
ADV filing date2026-06-24
Accounts928
Clients927 individual and high-net-worth clients
Employees21
Advisory employees16
Fee modelFee-only per its own site; ADV 2A compensation is asset-based
Minimum$1,000,000 typical; $500,000 for Pathway program, waivable (ADV 2A)
Disclosure events (Item 11)2024 SEC order for late Form 13F filings 2019 to 2024, settled with $225,000 civil penalty
DesignationsCFP professionals named on the site
Source: SEC Investment Adviser Public Disclosure, CRD 105643, as of ADV filing 2026-06-24, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Houston, TX (2026): rank 9 of 10
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