Grant Ball
Financial Synergies Wealth Advisors · Houston, Texas
Grant Ball is a fee-only financial advisor at Financial Synergies Wealth Advisors in Houston, Texas. Grant charges a percentage of assets (0.75%–1.5% a year of assets managed and a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Retirees
- Early-career professionals
Facts
| Firm | Financial Synergies Wealth Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75%–1.5% a year of assets managed · A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.81B across 928 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7362909 |
| Exams passed | Series 65 (2021) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.finsyn.com |
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Questions about Grant
Is Grant Ball a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grant holds no broker registration, and Financial Synergies Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grant charge for financial advice?
Grant charges a percentage of assets.
How much does Grant charge?
According to Financial Synergies Wealth Advisors's website, checked October 30, 2026: 0.75%–1.5% a year of assets managed; a $1,000,000 asset minimum.
Does Grant work with clients virtually?
Yes. Financial Synergies Wealth Advisors says on its website that it works with clients remotely.
Where is Grant Ball based?
Grant Ball is based in Houston, Texas.
What does Grant specialize in?
Grant's specialties include retirement planning, tax planning and estate & legacy planning. Grant works with founders, retirees and early-career professionals.
Is Grant Ball registered with the SEC?
Yes. Grant Ball is registered as an investment adviser representative in TX (CRD 7362909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Synergies Wealth Advisors manage?
Financial Synergies Wealth Advisors reports $1.81B across 928 accounts in assets under management.
How do I contact Grant Ball?
Through Grant's website, www.finsyn.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
- Financial Synergies Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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