Set Carpintero
Financial Synergies Wealth Advisors · Houston, Texas
Set Carpintero is a fee-only financial advisor at Financial Synergies Wealth Advisors in Houston, Texas, who holds the CFP credential. Set 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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6056748 |
| Exams passed | Series 65 (2016) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.finsyn.com |
Request an introduction to Set
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Questions about Set
Is Set Carpintero a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Set 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 Set charge for financial advice?
Set charges a percentage of assets.
How much does Set 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 Set work with clients virtually?
Yes. Financial Synergies Wealth Advisors says on its website that it works with clients remotely.
Where is Set Carpintero based?
Set Carpintero is based in Houston, Texas.
What does Set specialize in?
Set's specialties include retirement planning, tax planning and estate & legacy planning. Set works with founders, retirees and early-career professionals.
What credentials does Set Carpintero hold?
Set Carpintero holds the CFP credential.
Is Set Carpintero registered with the SEC?
Yes. Set Carpintero is registered as an investment adviser representative in TX (CRD 6056748), 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 Set Carpintero?
Through Set'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.
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