Kevin Nelson is a CFP-designated registered investment advisor at Financial Synergies, based in Houston, TX, with 13 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 879 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Synergies charges a fee based on a percentage of the value of your investments each year. This fee typically ranges from 0.75% to 1.50%. For clients using the Envestnet platform, there's an additional platform fee ranging from 0.02% to 0.04% depending on the amount invested. There are also overlay service fees for tax and impact services. They also offer a performance-based fee arrangement for certain clients.
Location
4400 Post Oak Pkwy, Suite 200, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kevin is a board member of Be a Champion Inc. since 2009. This activity is not investment-related.
Employment History
Current Registrations
Financial Synergies
Previous Registrations
Heritage Wealth Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.