Arv Vilutis is a ChFC-designated registered investment advisor at Financial Synergies, based in Houston, TX, with 44 years of industry experience. Arv 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 (2)
Customer Dispute
July 2009Customer Dispute
January 1988Other Business Activities
Arv is a registered investment advisor with FSI Advisory Group Inc. since 1995.
Employment History
Current Registrations
Financial Synergies
Fsi Advisory Group, INC.
Previous Registrations
Cetera Advisors LLCBroker
Ifg Network Securities, INC.Broker
Sunamerica Securities, INC.Broker
Associated Planners Securities CorporationBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
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.