Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Houston, TX
Houston Financial Advisors
Financial Synergies Wealth Advisors, Inc.
4400 Post Oak Pkwy #200
Houston, TX 77027
(713) 623-6600
“Our Primary Goal is to Simplify Your Financial Life”
Advisor Profile
Financial Synergies Wealth Advisors
Name:  Financial Synergies Wealth Advisors
Phone Number:  (713) 623-6600
Website:  Visit Website

About Financial Synergies Wealth Advisors, Inc.

Financial Synergies is a fee-only Financial Advisor located in
Houston, Texas. We provide comprehensive financial planning
and investment management services. For more than thirty years
we've been serving the financial needs of individuals,
families, and businesses from around the world. When we take
on new clients they become part of our extended family, and in
the past three decades we've developed multi-generational
relationships with many of them.

We are formally structured as an independent Registered
Investment Advisor, and we adhere to the highest fiduciary
standard. Our clients' interests are our top priority. We work
on a fee-only basis and do not sell commission-based products.
This enables us to be objective and free from conflicts of
interest when making recommendations to clients.

Our Advantage
Fee-only: We are paid only by our clients. Most firms in our
industry operate on a commission-based or fee-based approach.
Commission-based firms get paid on the financial products they
sell, and fee-based firms combine commissions and fees. There
are huge conflicts of interest when advisors get paid by the
product company providers. We simply do not engage in this.

Fiduciary: We took a Fiduciary oath to act in the best
interests of our clients at all times.

Holistic: We look at your whole picture. We don't just manage
money. We provide comprehensive financial planning and
investment management to create a total wealth management
experience for our clients.

Boutique: We are a highly specialized financial advisory firm
offering customized services, and our clients experience a
high-touch relationship.
 

General Information

I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Number of Years with Current Firm:    34
Years of Experience in Financial Services:    34
Firm CRD#:    105643
CRD#:    105643
States Licensed in:    TX
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    REITS, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Commodities, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA)
Securities Licenses:    Series 65, Series 7
Certifications, Accreditations & Designations:    Chartered Financial Consultant (ChFC®), Certified Fund Specialist (CFS), CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Divorce Financial Analyst(CDFA)
 

Firm Information

Assets Managed by Firm:    $830,000,000
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets
Fee Structure:    Fee Only
 
 
 

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.