Synergos Advisory LLC at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients, 5 of them high net worth.
- Its average account is about $207,000 (assets it manages divided by its 19 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Washington median of $4,500.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | synergosadvice.com |
| [email protected] | |
| Phone | (206) 800-8056 |
Questions about Synergos Advisory LLC
How much does Synergos Advisory LLC charge?
Synergos Advisory LLC publishes these prices: ongoing planning: from $3,000 a year. We found this on its website, checked October 28, 2026.
How is Synergos Advisory LLC paid?
Synergos Advisory LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Synergos Advisory LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Synergos Advisory LLC.
What is the average account at Synergos Advisory LLC?
Synergos Advisory LLC's average account is about $207,000. That's the assets on its Form ADV divided by its 19 accounts.
What does Synergos Advisory LLC specialize in?
Synergos Advisory LLC's advisors and website list equity compensation, flat-fee planning, tax planning and estate & legacy planning.
Synergos Advisory LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$250/month" source
"$250/month" source
"Fee-only fiduciary planning, with a flat fee based on your needs." source
"Synergos charges a flat monthly planning fee" 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 by | Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 5 |
| High-net-worth clients | 5 |
| Accounts managed | 19 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 21, 2026 |
| SEC record | CRD 304021 |