David Uhlmann
Synergos Advisory LLC · Seattle, Washington
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.
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Specialties
Who they serve
- Tech employees
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 | $3.9M across 19 accounts |
| Credentials | AAMS · CFP · MS · APMA |
| SEC registration | Investment adviser representative in TX, WA · CRD 5251090 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | synergosadvice.com |
How David's firm compares
- Ongoing planning starts at $3,000 a year, below the Washington median of $4,500 for fee-only firms that publish prices.
- Synergos Advisory LLC's average account is about $207,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Synergos Advisory LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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