Firm
Synergy Wealth Management
Grand Rapids, Michigan
Fee-only
Synergy Wealth Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 282 individual clients, 42 of them high net worth.
- Its average account is about $210,000 (assets it manages divided by its 604 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Grand Rapids, Michigan |
|---|---|
| Website | synergywm.com |
| Phone | (616) 285-7818 |
Synergy Wealth Management fees
Synergy Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $127 million |
| Individual clients | 240 |
| High-net-worth clients | 42 |
| Accounts managed | 604 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-134324) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 174633 |