Financial Synergies
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 105643
- Registered since
- July 30, 1987
- Website
- www.finsyn.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI90.77%
- Individuals8.47%
- Corporations / Businesses0.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Financial Synergies is an independent registered investment adviser, founded and SEC-registered in 1987 and operated as a privately owned corporation. The firm serves both individual/family and institutional clients and offers financial planning alongside portfolio management for individuals, small businesses, and institutions. Its fee arrangements include asset-based fees, fixed fees, and performance-linked fees. Financial Synergies does not market itself as an ESG investor and is not registered as a multi-state adviser. The firm has received industry recognition, including placement on Financial Times’ Top 300 RIA Firms (2020), lists from FA Magazine (Top RIA Firms, 2020), and features in Forbes’ lists of top RIA firms (2023 and 2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Other7%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Barbara Villard Schmoyer
Partner, Chief Operating OfficerCRD 5768753
Contacts
3 of 16
Michael Minter
ShareholderCRD 4242438
Heath Hightower
ShareholderCRD 4711165
William Goodson
Senior Financial AdvisorCRD 6061953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$975M in ETFs
91%
$886M
8%
$88.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $152M | 232,491 | 15.57% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 4400 Post Oak Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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