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

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

Services

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

Qualifications & Memberships

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

Firm Information

Assets Managed by Firm:    $690,000,000
 

Compliance

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

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Financial Synergies Wealth Advisors