Phil Jacobson
Synergy Financial Partners · Denver, Colorado
Phil Jacobson is a fee-only financial advisor at Synergy Financial Partners in Denver, Colorado, who holds the CFP and ChFC credentials. Synergy Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Phil →
Facts
| Firm | Synergy Financial Partners |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $308.7M across 1,152 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CO · CRD 4172462 |
| Exams passed | Series 63 (2004) · Series 65 (2001) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sfpdenver.com |
How Phil's firm compares
- Synergy Financial Partners's average account is about $268,000, from its Form ADV (assets managed divided by 1,152 accounts).
Request an introduction to Phil
Tell Phil a little about what you're looking for. Phil 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 Phil
Is Phil Jacobson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phil 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 Phil charge for financial advice?
Phil's firm, Synergy Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Phil Jacobson based?
Phil Jacobson is based in Denver, Colorado.
What credentials does Phil Jacobson hold?
Phil Jacobson holds the CFP and ChFC credentials.
Is Phil Jacobson registered with the SEC?
Yes. Phil Jacobson is registered as an investment adviser representative in CO (CRD 4172462), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Phil Jacobson?
Through Phil'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.
See something wrong? Request a correction. Read our methodology.