Tyler Kotlarz
Synergy Wealth Management · Grand Rapids, Michigan
Tyler Kotlarz is a fee-only financial advisor at Synergy Wealth Management in Grand Rapids, Michigan. Synergy Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Synergy Wealth Management |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $127.1M across 604 accounts |
| SEC registration | Investment adviser representative in MI · CRD 6220392 |
| Exams passed | Series 66 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.synergywm.com |
How Tyler's firm compares
- Synergy Wealth Management's average account is about $210,000, from its Form ADV (assets managed divided by 604 accounts).
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Questions about Tyler
Is Tyler Kotlarz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Synergy Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tyler charge for financial advice?
Tyler's firm, Synergy Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tyler Kotlarz based?
Tyler Kotlarz is based in Grand Rapids, Michigan.
Is Tyler Kotlarz registered with the SEC?
Yes. Tyler Kotlarz is registered as an investment adviser representative in MI (CRD 6220392), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Synergy Wealth Management manage?
Synergy Wealth Management reports $127.1M across 604 accounts in assets under management.
How do I contact Tyler Kotlarz?
Through Tyler's website, www.synergywm.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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