Michael Warne
Synergy Capital · Fort Collins, Colorado
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.
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Facts
| Firm | Synergy Capital |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $98.8M across 213 accounts |
| SEC registration | Investment adviser representative in CO, NE · CRD 4596780 |
| Exams passed | Series 63 (2002) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | synergy-colorado.com |
| Profile |
How Michael's firm compares
- Synergy Capital's average account is about $464,000, from its Form ADV (assets managed divided by 213 accounts).
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Questions about Michael
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.
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
- Synergy Capital 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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