Lary Weintraub
Synergy Financial Partners · Boynton Beach, Florida
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.
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Facts
| Firm | Synergy Financial Partners |
|---|---|
| Based in | Boynton Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $308.7M across 1,152 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, FL · CRD 2304018 |
| Exams passed | Series 63 (2009) · Series 65 (2001) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.sfpdenver.com |
How Lary's firm compares
- Synergy Financial Partners's average account is about $268,000, from its Form ADV (assets managed divided by 1,152 accounts).
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Questions about Lary
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.
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.
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