# Fredrick Iacovoni

> Fredrick Iacovoni is a fee-only financial advisor at Synergy Wealth Management in Grand Rapids, Michigan. Synergy Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Synergy Wealth Management
- **Based in:** Grand Rapids, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $127.1M across 604 accounts
- **CRD:** 2674856 (https://adviserinfo.sec.gov/individual/summary/2674856)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 63 (1995), Series 65 (2010)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.synergywm.com

## Frequently asked questions

### Is Fredrick Iacovoni a fee-only financial advisor?

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

### How does Fredrick charge for financial advice?

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

### Where is Fredrick Iacovoni based?

Fredrick Iacovoni is based in Grand Rapids, Michigan.

### Is Fredrick Iacovoni registered with the SEC?

Yes. Fredrick Iacovoni is registered as an investment adviser representative in MI and TX (CRD 2674856), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Synergy Wealth Management manage?

Synergy Wealth Management reports $127.1M across 604 accounts in assets under management.

### How do I contact Fredrick Iacovoni?

Through Fredrick's website, www.synergywm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2674856): 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.