# Carl Macko

> Carl Macko is a fee-only financial advisor at Synergy Capital Management in Atlanta, Georgia, who holds the CFP credential. Synergy Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carl-macko/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Synergy Capital Management
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1M across 6 accounts
- **Credentials:** CFP
- **CRD:** 5473608 (https://adviserinfo.sec.gov/individual/summary/5473608)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.synergycapitalmanagement.com

## Frequently asked questions

### Is Carl Macko a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and Synergy Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carl charge for financial advice?

Carl's firm, Synergy Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Carl Macko based?

Carl Macko is based in Atlanta, Georgia.

### What credentials does Carl Macko hold?

Carl Macko holds the CFP credential.

### Is Carl Macko registered with the SEC?

Yes. Carl Macko is registered as an investment adviser representative in GA (CRD 5473608), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Synergy Capital Management manage?

Synergy Capital Management reports $1M across 6 accounts in assets under management.

### How do I contact Carl Macko?

Through Carl's website, www.synergycapitalmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5473608): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.