Assets Under Management
$1.6B
Number of Clients
879
Number of Advisors
16
Average Client AUM
$1.8M
AUM per Advisor
$97.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Financial Synergies Wealth Advisors, Inc. provides investment management using diversified asset allocation and financial planning services to individuals, families, and businesses. They manage accounts on a discretionary and non-discretionary basis. They also offer Pathway®, a financial goals-based investment program.
4400 Post Oak Pkwy, Suite 200, Houston, TX, 77027