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FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
FINANCIAL SYNERGIES
HOUSTON, Texas
·
5 registered advisors
·
CRD# 105643
SEC# 801-30106
1
713-623-6600
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
5 registered advisors
Barbara Marie Villard Schmoyer
HOUSTON, Texas
CRD# 5768753
Bryan David Zschiesche
HOUSTON, Texas
CRD# 4861608
Heath Vernon Hightower
HOUSTON, Texas
CRD# 4711165
Michael Alan Minter
HOUSTON, Texas
CRD# 4242438
Michael Fred Booker
HOUSTON, Texas
CRD# 1470662
05
Office Locations
HOUSTON, Texas
5 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL SYNERGIES WEALTH ADVISORS, INC. (CRD# 105643) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.