Megan Cline
Financial Synergies Wealth Advisors · Houston, Texas
Megan Cline is a fee-only financial advisor at Financial Synergies Wealth Advisors in Houston, Texas. Megan 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.
Request an introduction to Megan →
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 7259953 |
| Exams passed | Series 65 (2023) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.finsyn.com |
Request an introduction to Megan
Tell Megan a little about what you're looking for. Megan 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 Megan
Is Megan Cline a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Megan 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 Megan charge for financial advice?
Megan charges a percentage of assets.
How much does Megan 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 Megan work with clients virtually?
Yes. Financial Synergies Wealth Advisors says on its website that it works with clients remotely.
Where is Megan Cline based?
Megan Cline is based in Houston, Texas.
What does Megan specialize in?
Megan's specialties include retirement planning, tax planning and estate & legacy planning. Megan works with founders, retirees and early-career professionals.
Is Megan Cline registered with the SEC?
Yes. Megan Cline is registered as an investment adviser representative in TX (CRD 7259953), 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 Megan Cline?
Through Megan'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.
See something wrong? Request a correction. Read our methodology.