Kevin Nelson
Financial Synergies Wealth Advisors · Houston, Texas
Kevin Nelson is a fee-only financial advisor at Financial Synergies Wealth Advisors in Houston, Texas, who holds the CFP credential. Kevin 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 4819421 |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.finsyn.com |
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Questions about Kevin
Is Kevin Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin charges a percentage of assets.
How much does Kevin 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 Kevin work with clients virtually?
Yes. Financial Synergies Wealth Advisors says on its website that it works with clients remotely.
Where is Kevin Nelson based?
Kevin Nelson is based in Houston, Texas.
What does Kevin specialize in?
Kevin's specialties include retirement planning, tax planning and estate & legacy planning. Kevin works with founders, retirees and early-career professionals.
What credentials does Kevin Nelson hold?
Kevin Nelson holds the CFP credential.
Is Kevin Nelson registered with the SEC?
Yes. Kevin Nelson is registered as an investment adviser representative in TX (CRD 4819421), 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 Kevin Nelson?
Through Kevin'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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