Financial Synergies

Financial Synergies (CRD# 105643) is a financial advisory firm headquartered in Houston, TX. They manage $1,091,131,744 in 764 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,091
    MILLION
  • Total Number of Accounts
    764
    ACCOUNTS
  • Average Account Value
    $1,428,183
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, FL, GA, IL, KS, LA, MI, NE, NM, NV, NY, TX

Financial Advisors at Financial Synergies
Showing 1 - 10 of 15 top financial advisors.
1
Michael F. Booker
CRD#: 1470662
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Michael Booker (CRD# 1470662) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 37 years of experience in the finance industry. Michael Booker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William N. Goodson
CRD#: 6061953
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

William Goodson (CRD# 6061953) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 11 years of experience in the finance industry. William Goodson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Heath V. Hightower
CRD#: 4711165
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Heath Hightower (CRD# 4711165) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 20 years of experience in the finance industry. Heath Hightower has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kevin A. Nelson
CRD#: 4819421
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Kevin Nelson (CRD# 4819421) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry. Kevin Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Zachary W. Robinson
CRD#: 6404583
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Zachary Robinson (CRD# 6404583) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 9 years of experience in the finance industry.

6
Barbara M. Villard
CRD#: 5768753
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Barbara Villard (CRD# 5768753) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 7 years of experience in the finance industry.

7
Bryan D. Zschiesche
CRD#: 4861608
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Bryan Zschiesche (CRD# 4861608) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 19 years of experience in the finance industry. Bryan Zschiesche has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Grant M. Ball
CRD#: 7362909
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Grant Ball (CRD# 7362909) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 2 years of experience in the finance industry.

9
Rachel M. Buckhoff
CRD#: 7460906
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Rachel Buckhoff (CRD# 7460906) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 2 years of experience in the finance industry.

10
Timothy R. Garcia-Prats
CRD#: 7616049
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Timothy Garcia-Prats (CRD# 7616049) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry.

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