Kellie Gamino
Financial Synergies Wealth Advisors · Houston, Texas
Kellie Gamino is a fee-only financial advisor at Financial Synergies Wealth Advisors in Houston, Texas, who holds the CFP credential. Kellie 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 8149343 |
| Exams passed | Series 65 (2025) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.finsyn.com |
Request an introduction to Kellie
Tell Kellie a little about what you're looking for. Kellie 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 Kellie
Is Kellie Gamino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kellie 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 Kellie charge for financial advice?
Kellie charges a percentage of assets.
How much does Kellie 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 Kellie work with clients virtually?
Yes. Financial Synergies Wealth Advisors says on its website that it works with clients remotely.
Where is Kellie Gamino based?
Kellie Gamino is based in Houston, Texas.
What does Kellie specialize in?
Kellie's specialties include retirement planning, tax planning and estate & legacy planning. Kellie works with founders, retirees and early-career professionals.
What credentials does Kellie Gamino hold?
Kellie Gamino holds the CFP credential.
Is Kellie Gamino registered with the SEC?
Yes. Kellie Gamino is registered as an investment adviser representative in TX (CRD 8149343), 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 Kellie Gamino?
Through Kellie'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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