Financial Synergies

Firm record

As recorded in SEC IAPD

Firm CRD

105643

SEC number

801-30106

Firm type

RIA

Assets under management

$1.8B as of Jun 24, 2026

Website

www.linkedin.com/company/financialsynergies ↗

Phone

713-623-6600

Address

4400 Post Oak Pkwy, Houston, TX, 77027

Advisors at this firm

17 in our index · page 1 of 1

• Michael Fred BookerCRD 1470662 · Houston, TX
  IA Registered
• Grant Michael BallCRD 7362909 · Houston, TX
  IA Registered
• Rachel Michele BuckhoffCRD 7460906 · Houston, TX
  IA Registered
• Set CarpinteroCRD 6056748 · Houston, TX
  IA Registered
• Megan Lee ClineCRD 7259953 · Houston, TX
  IA Registered
• William Neil GoodsonCRD 6061953 · Houston, TX
  IA Registered
• Kellie Lee GaminoCRD 8149343 · Houston, TX
  IA Registered
• Timothy Robert Garcia-PratsCRD 7616049 · Houston, TX
  IA Registered
• Heath Vernon HightowerCRD 4711165 · Houston, TX
  IA Registered
• Melody LaserCRD 8091228 · Houston, TX
  IA Registered
• Michael Alan MinterCRD 4242438 · Houston, TX
  IA Registered
• Kevin Arthur NelsonCRD 4819421 · Houston, TX
  IA Registered
• Colton A OwenCRD 7774111 · Houston, TX
  IA Registered
• Zachary William RobinsonCRD 6404583 · Houston, TX
  IA RegisteredRegistration inactive
• Barbara Marie VillardCRD 5768753 · Houston, TX
  IA Registered
• Arv VilutisCRD 724092 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Bryan David ZschiescheCRD 4861608 · Houston, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.