# Michael Warne

> Michael Warne is a fee-only financial advisor at Synergy Capital in Fort Collins, Colorado. Synergy Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-warne/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Synergy Capital
- **Based in:** Fort Collins, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $98.8M across 213 accounts
- **CRD:** 4596780 (https://adviserinfo.sec.gov/individual/summary/4596780)
- **SEC registration:** Investment adviser representative in CO, NE
- **Exams passed:** Series 63 (2002), Series 66 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://synergy-colorado.com/

## Frequently asked questions

### Is Michael Warne a fee-only financial advisor?

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

### How does Michael charge for financial advice?

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

### Where is Michael Warne based?

Michael Warne is based in Fort Collins, Colorado.

### Is Michael Warne registered with the SEC?

Yes. Michael Warne is registered as an investment adviser representative in CO and NE (CRD 4596780), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Synergy Capital manage?

Synergy Capital reports $98.8M across 213 accounts in assets under management.

### How do I contact Michael Warne?

Through Michael's website, synergy-colorado.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4596780): 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
- The firm's website (https://synergy-colorado.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.