# David Uhlmann

> David Uhlmann is a fee-only financial advisor at Synergos Advisory LLC in Seattle, Washington, who holds the AAMS, CFP and MS credentials. David charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $3,000 a year) and focuses on equity compensation, flat-fee planning and tax planning.

Page: https://find.wellspent.co/advisors/david-uhlmann/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Synergos Advisory LLC
- **Based in:** Seattle, Washington
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year
- **Assets under management (firm):** $3.9M across 19 accounts
- **Credentials:** AAMS, CFP, MS, APMA
- **Specialties:** Equity compensation, Flat-fee planning, Tax planning, Estate & legacy planning
- **Works with:** Tech employees
- **CRD:** 5251090 (https://adviserinfo.sec.gov/individual/summary/5251090)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 66 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://synergosadvice.com

## Frequently asked questions

### Is David Uhlmann a fee-only financial advisor?

Yes. David Uhlmann is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

David charges a flat fee or retainer and an ongoing planning fee.

### How much does David charge?

According to Synergos Advisory LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year.

### Where is David Uhlmann based?

David Uhlmann is based in Seattle, Washington.

### What does David specialize in?

David's specialties include equity compensation, flat-fee planning, tax planning and estate & legacy planning. David works with tech employees.

### What credentials does David Uhlmann hold?

David Uhlmann holds the AAMS, CFP, MS and APMA credentials.

### Is David Uhlmann registered with the SEC?

Yes. David Uhlmann is registered as an investment adviser representative in TX and WA (CRD 5251090), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Synergos Advisory LLC manage?

Synergos Advisory LLC reports $3.9M across 19 accounts in assets under management.

### How do I contact David Uhlmann?

Through David's website, synergosadvice.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45471): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.synergosadvice.com/): specialties, clients served, and fees, checked October 28, 2026

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