Set Carpintero is a CFP-designated registered investment advisor at Financial Synergies, based in Houston, TX, with 9 years of industry experience. Set 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.
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Learn about disclosures →Employment History
Current Registrations
Financial Synergies
Previous Registrations
Hightower Advisors, LLC
Resource Consulting Group
Vintage Financial Services LLC
Swm Advisors
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.