Kevin Arthur Nelson

CFP

Financial Synergies

12 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningHigh Net Worth

Financial Synergies

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

879 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$1.6B

Fee Structure

Minimum Investment:$1M

Location

4400 Post Oak Pkwy, Suite 200, Houston, TX, 77027

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Kevin is a board member of Be a Champion Inc. since 2009. This activity is not investment-related.

Employment History

Current Registrations

Financial Synergies

March 2017 - Present · 8 yrs 11 mos

Previous Registrations

Heritage Wealth Management

January 2013 - February 2017 · 4 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.