Zachary Robinson is a registered investment advisor at Financial Synergies, based in Houston, TX, with 11 years of industry experience. Zachary 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
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Capital One Investing, LLCBroker
Capital One Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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