Robert Fillmore
Synergy Financial Partners · Denver, Colorado
Robert Fillmore is a fee-only financial advisor at Synergy Financial Partners in Denver, Colorado. 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 | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $308.7M across 1,152 accounts |
| SEC registration | Investment adviser representative in CO · CRD 836493 |
| Exams passed | Series 63 (1999) · Series 66 (2000) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.sfpdenver.com |
How Robert'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 Robert
Is Robert Fillmore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Synergy Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Fillmore based?
Robert Fillmore is based in Denver, Colorado.
Is Robert Fillmore registered with the SEC?
Yes. Robert Fillmore is registered as an investment adviser representative in CO (CRD 836493), 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 Robert Fillmore?
Through Robert'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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