Fredrick Iacovoni
Synergy Wealth Management · Grand Rapids, Michigan
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.
Request an introduction to Fredrick →
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 | $127.1M across 604 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 2674856 |
| Exams passed | Series 63 (1995) · Series 65 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.synergywm.com |
| Profile |
How Fredrick's firm compares
- Synergy Wealth Management's average account is about $210,000, from its Form ADV (assets managed divided by 604 accounts).
Request an introduction to Fredrick
Tell Fredrick a little about what you're looking for. Fredrick isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Fredrick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.