# Lary Weintraub

> Lary Weintraub is a fee-only financial advisor at Synergy Financial Partners in Boynton Beach, Florida, who holds the CFP credential. Synergy Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Synergy Financial Partners
- **Based in:** Boynton Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $308.7M across 1,152 accounts
- **Credentials:** CFP
- **CRD:** 2304018 (https://adviserinfo.sec.gov/individual/summary/2304018)
- **SEC registration:** Investment adviser representative in CO, FL
- **Exams passed:** Series 63 (2009), Series 65 (2001)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.sfpdenver.com/

## Frequently asked questions

### Is Lary Weintraub a fee-only financial advisor?

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

### How does Lary charge for financial advice?

Lary's firm, Synergy Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Lary Weintraub based?

Lary Weintraub is based in Boynton Beach, Florida.

### What credentials does Lary Weintraub hold?

Lary Weintraub holds the CFP credential.

### Is Lary Weintraub registered with the SEC?

Yes. Lary Weintraub is registered as an investment adviser representative in CO and FL (CRD 2304018), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Synergy Financial Partners manage?

Synergy Financial Partners reports $308.7M across 1,152 accounts in assets under management.

### How do I contact Lary Weintraub?

Through Lary's website, www.sfpdenver.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2304018): 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.