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Firm

Financial Synergies Wealth Advisors

Houston, Texas

Fee-only

Facts

Based inHouston, Texas
Websitefinsyn.com
Phone(713) 623-6600

Financial Synergies Wealth Advisors fees

What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.

Asset-based fee0.75% to 1.5% a year
Account minimum$1,000,000
How it chargesPercentage of assets

In the firm's words

"which generally ranges from 0.75% to 1.50%" source
"which generally ranges from 0.75% to 1.50%" source
"Our Wealth Management clients have at least $1,000,000 in investable assets" source
"Our management fee is calculated as a percentage of the value of a client’s account(s) per year, which generally ranges from 0.75% to 1.50%." source

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees · Performance-based fees
Assets managed$1.8 billion
Individual clients369
Financial planningOffered
Form ADV filedJune 24, 2026
SEC recordCRD 105643

Advisors at this firm (18)